NewEdge Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 562 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.07 and the average weighting 0.8%.

Quarter-by-quarter ownership
NewEdge Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$633,834
-3.7%
6,8620.0%0.02%
-9.1%
Q2 2023$658,331
+7.7%
6,862
+2.3%
0.02%
-4.3%
Q1 2023$611,356
+0.4%
6,706
-6.5%
0.02%
-11.5%
Q4 2022$609,048
-24.9%
7,175
-31.1%
0.03%
-31.6%
Q3 2022$811,000
+31.2%
10,421
+41.6%
0.04%
+35.7%
Q2 2022$618,000
-15.2%
7,362
+0.7%
0.03%
-12.5%
Q1 2022$729,000
+21.5%
7,310
+28.8%
0.03%
+28.0%
Q4 2021$600,0005,6740.02%
Other shareholders
ISHARES TR shareholders Q1 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