ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 562 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.71 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,209,770 | +45.8% | 10,763 | +42.9% | 0.66% | +46.0% |
| Q1 2024 | $829,639 | +1.6% | 7,533 | -6.1% | 0.45% | -6.4% |
| Q4 2023 | $816,732 | +10.7% | 8,025 | +0.5% | 0.48% | -0.2% |
| Q3 2023 | $737,461 | -3.5% | 7,984 | +0.3% | 0.49% | -3.6% |
| Q2 2023 | $764,044 | -0.5% | 7,964 | -5.5% | 0.50% | -4.4% |
| Q1 2023 | $768,169 | +10.1% | 8,427 | +2.6% | 0.53% | +3.7% |
| Q4 2022 | $697,426 | +4.7% | 8,217 | -3.9% | 0.51% | +0.4% |
| Q3 2022 | $666,000 | -5.9% | 8,552 | +1.4% | 0.51% | -1.2% |
| Q2 2022 | $708,000 | -12.3% | 8,436 | +4.3% | 0.51% | -4.1% |
| Q1 2022 | $807,000 | +12.9% | 8,091 | +19.7% | 0.53% | +6.8% |
| Q4 2021 | $715,000 | +16.3% | 6,758 | +9.8% | 0.50% | +6.4% |
| Q3 2021 | $615,000 | +3.0% | 6,156 | +4.3% | 0.47% | +4.9% |
| Q2 2021 | $597,000 | +7.0% | 5,904 | +0.7% | 0.45% | -0.4% |
| Q1 2021 | $558,000 | -36.7% | 5,863 | -39.7% | 0.45% | -4.3% |
| Q4 2020 | $882,000 | +226.7% | 9,726 | +188.3% | 0.47% | +45.1% |
| Q3 2020 | $270,000 | +21.6% | 3,373 | +11.8% | 0.32% | +11.3% |
| Q2 2020 | $222,000 | -11.9% | 3,016 | -5.2% | 0.29% | +0.3% |
| Q4 2019 | $252,000 | – | 3,181 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sageworth Trust Co | 1,799,132 | $127,954,000 | 18.30% |
| ICONIQ Capital, LLC | 2,020,866 | $143,724,000 | 17.69% |
| DIMENSION CAPITAL MANAGEMENT LLC | 370,527 | $26,352,000 | 14.48% |
| Bogart Wealth, LLC | 303,356 | $21,574,000 | 13.12% |
| Bernicke Wealth Management, Ltd. | 240,094 | $17,075,000 | 11.95% |
| Covenant Multifamily Offices, LLC | 338,741 | $24,091,000 | 10.14% |
| Arlington Partners LLC | 109,000 | $7,752,000 | 7.33% |
| Cornerstone Advisors, Inc. | 150,778 | $10,723,000 | 7.32% |
| DEARBORN CAPITAL MANAGEMENT LLC | 45,401 | $3,229,000 | 6.22% |
| Conrad N. Hilton Foundation | 180,731 | $12,854,000 | 6.11% |