Royal Harbor Partners, LLC - 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
Royal Harbor Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$7,160,578
+7.4%
74,636
+2.0%
3.51%
-1.9%
Q1 2023$6,668,536
+3.0%
73,152
+12.8%
3.58%
-13.7%
Q1 2022$6,473,000
-3.4%
64,874
+2.4%
4.15%
-2.5%
Q4 2021$6,703,000
+10.7%
63,364
+4.5%
4.25%
-1.3%
Q3 2021$6,057,000
-3.4%
60,622
-2.2%
4.31%
+3.3%
Q2 2021$6,273,000
+10.1%
61,989
+3.5%
4.17%
-4.0%
Q1 2021$5,700,00059,9104.35%
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