CAROLINAS WEALTH CONSULTING LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 562 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.07 and the average weighting 0.8%.

Quarter-by-quarter ownership
CAROLINAS WEALTH CONSULTING LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$103,918
-6.2%
1,1540.0%0.03%
+18.2%
Q2 2023$110,752
+6.0%
1,154
+0.7%
0.02%0.0%
Q1 2023$104,487
+7.4%
1,1460.0%0.02%0.0%
Q4 2022$97,289
+9.3%
1,146
+0.5%
0.02%
-4.3%
Q3 2022$89,000
-7.3%
1,1400.0%0.02%
-4.2%
Q2 2022$96,000
-15.0%
1,140
+0.8%
0.02%
-4.0%
Q1 2022$113,000
+0.9%
1,131
+6.8%
0.02%
+4.2%
Q4 2021$112,000
+6.7%
1,059
+0.7%
0.02%0.0%
Q3 2021$105,000
-22.8%
1,052
-21.5%
0.02%
-20.0%
Q2 2021$136,000
+7.1%
1,340
+0.6%
0.03%
-3.2%
Q1 2021$127,000
-5.9%
1,332
-10.7%
0.03%
-13.9%
Q4 2020$135,000
+13.4%
1,492
+0.2%
0.04%
-10.0%
Q3 2020$119,000
+2.6%
1,489
-5.7%
0.04%
-13.0%
Q2 2020$116,000
+17.2%
1,579
+0.3%
0.05%
-14.8%
Q1 2020$99,0001,5750.05%
Other shareholders
ISHARES TR shareholders Q1 2022
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