Roth Financial Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 513 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.97 and the average weighting 0.9%.

Quarter-by-quarter ownership
Roth Financial Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,685,568
-4.0%
18,248
-0.3%
1.06%
-4.2%
Q2 2023$1,755,798
+5.2%
18,3010.0%1.10%
-0.9%
Q1 2023$1,668,319
+2.2%
18,301
-4.8%
1.11%
-5.8%
Q4 2022$1,632,000
+9.0%
19,2280.0%1.18%
-1.8%
Q3 2022$1,497,000
-7.2%
19,2280.0%1.20%
-6.8%
Q2 2022$1,613,000
-15.9%
19,2280.0%1.29%
-7.0%
Q1 2022$1,919,000
-5.7%
19,2280.0%1.38%
-4.4%
Q4 2021$2,034,000
+5.5%
19,228
-0.4%
1.45%
-3.2%
Q3 2021$1,928,000
-1.3%
19,3000.0%1.50%
-0.6%
Q2 2021$1,953,000
+6.4%
19,3000.0%1.50%
-0.9%
Q1 2021$1,836,000
-0.3%
19,300
-5.0%
1.52%
-16.8%
Q4 2020$1,842,00020,3091.82%
Other shareholders
ISHARES TR shareholders Q3 2021
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