Wescott Financial Advisory Group, 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
Wescott Financial Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,778,780
+1.4%
19,257
+5.3%
0.32%
+4.8%
Q2 2023$1,754,178
+14.4%
18,284
+8.7%
0.31%
-6.9%
Q1 2023$1,533,882
+20.3%
16,826
+12.0%
0.33%
+21.1%
Q4 2022$1,275,005
+12.2%
15,021
+2.9%
0.28%
-13.0%
Q3 2022$1,136,000
-5.3%
14,600
+2.1%
0.32%
-3.1%
Q2 2022$1,200,000
-6.6%
14,300
+11.0%
0.33%
-1.5%
Q1 2022$1,285,000
+12.2%
12,882
+19.0%
0.33%
-43.9%
Q4 2021$1,145,000
+43.1%
10,826
+35.2%
0.59%
+30.5%
Q3 2021$800,000
-7.0%
8,006
-4.9%
0.45%
-10.8%
Q2 2021$860,000
+25.0%
8,417
+16.4%
0.51%
+13.4%
Q1 2021$688,000
+42.4%
7,234
+35.9%
0.45%
+31.9%
Q4 2020$483,0005,3240.34%
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