Wealth Advisory Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 449 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.90 and the average weighting 1.1%.

Quarter-by-quarter ownership
Wealth Advisory Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$6,132,000
+28.6%
61,456
+28.7%
1.28%
+20.4%
Q3 2021$4,770,000
+2.8%
47,743
+4.1%
1.06%
-3.8%
Q2 2021$4,641,000
+115925.0%
45,860
+1.8%
1.10%
+36633.3%
Q1 2021$4,000
-99.9%
45,071
+12.4%
0.00%
-99.7%
Q4 2020$3,636,000
-3.0%
40,089
-14.5%
0.99%
-0.7%
Q3 2020$3,747,000
+9.1%
46,887
+0.6%
0.99%
+3.9%
Q2 2020$3,435,000
+24.6%
46,596
+5.7%
0.96%
+2.2%
Q1 2020$2,757,000
-0.1%
44,084
+26.6%
0.94%
+28.7%
Q4 2019$2,759,00034,8240.73%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Mayo Clinic 1,992,725$169,142,49889.58%
Granger Management LLC 856,893$72,733,11131.73%
Three Bridge Wealth Advisors, LLC 387,565$32,896,50917.63%
MINOT CAPITAL, LP 1,026,452$87,125,24617.49%
DIMENSION CAPITAL MANAGEMENT LLC 855,052$72,576,77116.92%
Nationwide Asset Management LLC 200,250$17,09916.61%
Privium Fund Management (UK) Ltd 252,460$21,557,55916.36%
MKP Capital Management, L.L.C. 1,500,000$127,320,00015.62%
EPIQ Capital Group, LLC 328,754$27,904,67515.21%
Madrona Financial Services, LLC 303,896$25,794,67814.76%
View complete list of ISHARES TR shareholders