Horst & Graben Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 513 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.97 and the average weighting 0.9%.

Quarter-by-quarter ownership
Horst & Graben Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$258,000
-6.9%
2,586
-1.1%
0.06%
-8.7%
Q4 2021$277,000
+4.5%
2,616
-1.4%
0.07%
-5.5%
Q3 2021$265,000
-1.5%
2,654
-0.1%
0.07%
-2.7%
Q2 2021$269,000
+6.7%
2,656
+0.3%
0.08%
-5.1%
Q1 2021$252,000
+4.1%
2,649
-0.6%
0.08%
-4.8%
Q4 2020$242,0000.0%2,665
-12.0%
0.08%
-11.7%
Q3 2020$242,000
-8.7%
3,027
-15.8%
0.09%
-19.0%
Q2 2020$265,000
-95.8%
3,595
-96.4%
0.12%
-96.5%
Q1 2020$6,331,000101,1883.33%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Summit Rock Advisors, LP 369,001$21,808,00048.30%
ICONIQ Capital, LLC 2,257,788$133,435,00027.22%
BRANDYWINE MANAGERS, LLC 1,860,400$109,950,00024.60%
Sageworth Trust Co 1,773,773$104,830,00023.96%
Perella Weinberg Partners Capital Management LP 841,932$49,758,00014.48%
Parasol Investment Management, LLC 133,974$7,918,0008.24%
Cornerstone Advisors, Inc. 161,171$9,525,0008.03%
Gramercy Funds Management LLC 380,000$22,458,0007.80%
St. Louis Trust Co 249,107$14,722,0007.06%
SteelBridge Private Wealth Advisors LLC 27,920$1,650,0004.79%
View complete list of ISHARES TR shareholders