SAGE PRIVATE WEALTH GROUP, 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
SAGE PRIVATE WEALTH GROUP, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$74,000
-7.5%
9530.0%0.10%
-14.8%
Q2 2022$80,000
-15.8%
9530.0%0.12%
+25.0%
Q1 2022$95,000
-5.0%
9530.0%0.09%
-25.8%
Q4 2021$100,000
+5.3%
9530.0%0.12%
-5.3%
Q3 2021$95,000
-1.0%
9530.0%0.13%
+0.8%
Q2 2021$96,000
+5.5%
9530.0%0.13%
-17.2%
Q1 2021$91,000
+5.8%
9530.0%0.16%
-34.6%
Q4 2020$86,0009530.24%
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