Wealth Advisory Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 562 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.07 and the average weighting 0.8%.

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 2022
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