Wellspring Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.26 and the average weighting 0.9%.

Quarter-by-quarter ownership
Wellspring Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$876,776
-3.7%
9,4920.0%0.26%
-0.8%
Q2 2023$910,662
+5.2%
9,4920.0%0.26%
+0.4%
Q1 2023$865,291
+7.4%
9,4920.0%0.26%
-4.1%
Q4 2022$805,681
+9.0%
9,4920.0%0.27%
-1.8%
Q3 2022$739,000
-7.2%
9,4920.0%0.27%
-1.4%
Q2 2022$796,000
-15.9%
9,4920.0%0.28%
-0.7%
Q1 2022$947,000
-5.7%
9,4920.0%0.28%
-0.4%
Q4 2021$1,004,000
+5.9%
9,4920.0%0.28%
-2.1%
Q3 2021$948,000
-1.2%
9,4920.0%0.29%
-5.3%
Q2 2021$960,000
+61.6%
9,4920.0%0.30%
+5.6%
Q1 2021$594,000
-31.0%
9,4920.0%0.29%
-5.0%
Q4 2020$861,000
+13.4%
9,4920.0%0.30%
+1.3%
Q3 2020$759,000
+8.4%
9,4920.0%0.30%
+2.8%
Q2 2020$700,000
+17.8%
9,4920.0%0.29%
+1.0%
Q1 2020$594,0009,4920.29%
Other shareholders
ISHARES TR shareholders Q4 2020
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