Naviter Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 592 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.60 and the average weighting 1.0%.

Quarter-by-quarter ownership
Naviter Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,484,476
-5.7%
26,897
-2.0%
0.60%
-10.4%
Q2 2023$2,633,937
+23.5%
27,454
+17.3%
0.67%
-10.2%
Q1 2023$2,133,600
-74.6%
23,405
-74.8%
0.75%
-67.6%
Q4 2022$8,385,811
+1402.8%
92,825
+1194.4%
2.30%
+909.6%
Q3 2022$558,0007,1710.23%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Sageworth Trust Co of South Dakota 62,734$5,969,00040.95%
TEXAS TREASURY SAFEKEEPING TRUST CO 1,022,243$97,266,00032.21%
Granger Management LLC 1,768,478$168,271,00025.98%
Madrona Financial Services, LLC 471,551$44,868,00023.02%
MINOT CAPITAL, LP 1,239,567$117,945,00022.65%
Juniper Hill Capital Management LP 748,500$71,220,00021.66%
Sharp Capital Gestora de Recursos Ltda. 572,246$54,449,00016.86%
Sageworth Trust Co 1,997,793$190,090,00015.79%
Edgehill Endowment Partners, LLC 493,361$46,943,00015.54%
DIMENSION CAPITAL MANAGEMENT LLC 679,316$64,634,00015.21%
View complete list of ISHARES TR shareholders