PEAK FINANCIAL ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 594 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.1%.

Quarter-by-quarter ownership
PEAK FINANCIAL ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$538,415
+3.7%
5,612
-1.5%
0.42%
-3.6%
Q1 2023$519,430
+7.3%
5,698
-0.1%
0.44%
-0.5%
Q4 2022$483,901
+9.0%
5,7010.0%0.44%
-19.2%
Q3 2022$444,000
-36.0%
5,701
-31.1%
0.55%
-20.5%
Q2 2022$694,000
-16.2%
8,272
-0.3%
0.69%
-3.2%
Q1 2022$828,000
-5.7%
8,2960.0%0.71%
+4.9%
Q4 2021$878,000
+4.6%
8,296
-1.1%
0.68%
-8.3%
Q3 2021$839,000
-1.2%
8,392
-0.0%
0.74%
+1.1%
Q2 2021$849,000
-10.6%
8,394
-15.9%
0.73%
-8.9%
Q1 2021$950,000
-29.1%
9,983
-32.4%
0.80%
-30.6%
Q4 2020$1,340,00014,7721.16%
Other shareholders
ISHARES TR shareholders Q3 2023
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