Bellwether Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 594 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.1%.

Quarter-by-quarter ownership
Bellwether Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$441,359
-3.0%
4,778
+0.7%
0.12%
-10.4%
Q2 2023$455,222
+6.8%
4,745
+1.5%
0.13%
+14.5%
Q1 2023$426,341
+3.5%
4,676
-3.6%
0.12%
-2.5%
Q4 2022$411,929
+7.8%
4,853
-1.2%
0.12%
-4.8%
Q3 2022$382,000
-48.2%
4,910
-44.2%
0.13%
-46.8%
Q2 2022$738,000
-21.0%
8,799
-6.1%
0.24%
-14.7%
Q1 2022$934,000
-7.2%
9,370
-1.6%
0.28%
-11.2%
Q4 2021$1,007,000
+5.6%
9,5210.0%0.31%
-1.3%
Q3 2021$954,000
-2.0%
9,521
-1.0%
0.32%
-5.7%
Q2 2021$973,000
+6.1%
9,621
-0.2%
0.34%
-7.4%
Q1 2021$917,000
-4.6%
9,639
-9.1%
0.36%
-14.2%
Q4 2020$961,00010,6030.42%
Other shareholders
ISHARES TR shareholders Q3 2023
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