ForthRight Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 559 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.71 and the average weighting 0.9%.

Quarter-by-quarter ownership
ForthRight Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$203,000
-16.1%
2,035
-10.9%
0.10%
-20.5%
Q4 2021$242,000
-13.9%
2,285
-18.7%
0.13%
-22.8%
Q3 2021$281,000
+0.7%
2,810
+1.8%
0.17%
-3.4%
Q2 2021$279,000
+6.1%
2,7600.0%0.18%
-0.6%
Q1 2021$263,000
+5.2%
2,7600.0%0.18%
-9.2%
Q4 2020$250,0002,7600.20%
Other shareholders
ISHARES TR shareholders Q2 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