MADISON WEALTH MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 594 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.1%.

Quarter-by-quarter ownership
MADISON WEALTH MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,824,501
-16.7%
19,752
-13.5%
0.38%
-13.5%
Q2 2023$2,189,980
+5.0%
22,827
-0.3%
0.44%
-1.8%
Q1 2023$2,086,519
+7.2%
22,889
-0.2%
0.45%
+1.6%
Q4 2022$1,946,683
+1.8%
22,935
-6.7%
0.44%
-5.5%
Q3 2022$1,913,000
-1.1%
24,584
+6.6%
0.47%
+0.2%
Q2 2022$1,935,000
+103.3%
23,068
+141.8%
0.47%
+134.5%
Q1 2022$952,000
+28.0%
9,542
+35.7%
0.20%
+34.2%
Q4 2021$744,000
+15.9%
7,031
+9.3%
0.15%
+6.4%
Q3 2021$642,000
+0.2%
6,430
+1.5%
0.14%
-0.7%
Q2 2021$641,000
+61.5%
6,335
+51.9%
0.14%
+45.4%
Q1 2021$397,000
-4.3%
4,170
-8.9%
0.10%
-11.0%
Q4 2020$415,000
+19.9%
4,578
+5.8%
0.11%
+4.8%
Q3 2020$346,000
+0.3%
4,328
-7.6%
0.10%
-8.0%
Q2 2020$345,0004,6850.11%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Mayo Clinic 478,936$44,239,31885.23%
Nationwide Asset Management LLC 195,940$18,15072.24%
MKP Capital Management, L.L.C. 7,462,975$689,355,00153.10%
BRANDYWINE MANAGERS, LLC 226,783$20,947,94635.34%
Granger Management LLC 594,321$54,897,46723.14%
Arlington Capital Management, Inc. 231,652$21,397,65222.42%
MINOT CAPITAL, LP 1,026,452$94,813,37119.32%
DIMENSION CAPITAL MANAGEMENT LLC 803,917$74,258,86917.34%
Three Bridge Wealth Advisors, LLC 417,111$38,528,55615.99%
EPIQ Capital Group, LLC 324,786$30,000,50115.54%
View complete list of ISHARES TR shareholders