Kestra Advisory Services, 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
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$226,307
-48.6%
2,450
-44.4%
0.00%
-60.0%
Q1 2022$440,000
-23.2%
4,407
-18.7%
0.01%
-16.7%
Q4 2021$573,000
-88.1%
5,421
-88.7%
0.01%
-87.5%
Q3 2021$4,800,000
+804.0%
48,043
+816.2%
0.05%
+700.0%
Q2 2021$531,000
-96.5%
5,244
-96.7%
0.01%
-96.9%
Q1 2021$15,155,000
-21.9%
159,274
-25.6%
0.19%
-14.7%
Q4 2020$19,413,000
-99.8%
214,134
+35.9%
0.22%
-4.3%
Q3 2020$12,597,000,000157,6190.24%
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