Horst & Graben Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 557 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.04 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 Q4 2021
NameSharesValueWeighting ↓
Summit Rock Advisors, LP 694,015$55,001,00045.24%
Mass General Brigham, Inc 1,536,103$121,736,00041.96%
MINOT CAPITAL, LP 916,256$72,613,00027.52%
TEXAS TREASURY SAFEKEEPING TRUST CO 870,500$68,987,00022.52%
Sageworth Trust Co 1,931,357$153,060,00016.59%
Rainwater Charitable Foundation 398,649$31,593,00015.90%
Nationwide Asset Management LLC 219,050$17,320,00014.46%
CLIENT 1ST ADVISORY GROUP, LLC 179,363$14,215,00014.01%
Bernicke Wealth Management, Ltd. 298,635$23,667,00013.22%
DIMENSION CAPITAL MANAGEMENT LLC 561,395$44,489,00013.02%
View complete list of ISHARES TR shareholders