ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 445 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.24 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $254,941 | -5.4% | 2,760 | -1.8% | 0.12% | -8.2% |
| Q2 2023 | $269,591 | +5.2% | 2,810 | 0.0% | 0.13% | -3.6% |
| Q1 2023 | $256,160 | -43.4% | 2,810 | -47.3% | 0.14% | -39.8% |
| Q4 2022 | $452,665 | +9.1% | 5,333 | 0.0% | 0.23% | -10.8% |
| Q3 2022 | $415,000 | -7.2% | 5,333 | 0.0% | 0.26% | +12.1% |
| Q2 2022 | $447,000 | -2.0% | 5,333 | +16.6% | 0.23% | -7.6% |
| Q1 2022 | $456,000 | -5.8% | 4,573 | 0.0% | 0.25% | +13.6% |
| Q4 2021 | $484,000 | +5.9% | 4,573 | 0.0% | 0.22% | +1.4% |
| Q3 2021 | $457,000 | -1.3% | 4,573 | 0.0% | 0.22% | -15.9% |
| Q2 2021 | $463,000 | +6.4% | 4,573 | 0.0% | 0.26% | +3.2% |
| Q1 2021 | $435,000 | +5.6% | 4,573 | +0.7% | 0.25% | -12.6% |
| Q4 2020 | $412,000 | +13.5% | 4,540 | 0.0% | 0.29% | -9.8% |
| Q3 2020 | $363,000 | +22.6% | 4,540 | +12.9% | 0.32% | +16.5% |
| Q2 2020 | $296,000 | +17.5% | 4,020 | 0.0% | 0.27% | -30.1% |
| Q1 2020 | $252,000 | -21.0% | 4,020 | 0.0% | 0.39% | +62.8% |
| Q4 2019 | $319,000 | – | 4,020 | – | 0.24% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mayo Clinic | 1,992,725 | $169,142,498 | 89.58% |
| Granger Management LLC | 856,893 | $72,733,111 | 31.73% |
| Three Bridge Wealth Advisors, LLC | 387,565 | $32,896,509 | 17.63% |
| MINOT CAPITAL, LP | 1,026,452 | $87,125,246 | 17.49% |
| DIMENSION CAPITAL MANAGEMENT LLC | 855,052 | $72,576,771 | 16.92% |
| Nationwide Asset Management LLC | 200,250 | $17,099 | 16.61% |
| Privium Fund Management (UK) Ltd | 252,460 | $21,557,559 | 16.36% |
| MKP Capital Management, L.L.C. | 1,500,000 | $127,320,000 | 15.62% |
| EPIQ Capital Group, LLC | 328,754 | $27,904,675 | 15.21% |
| Madrona Financial Services, LLC | 303,896 | $25,794,678 | 14.76% |