Activest Wealth Management - 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
Activest Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,298,291
+32.8%
24,881
+29.8%
1.42%
+27.4%
Q1 2023$1,731,042
+140.8%
19,172
+123.6%
1.11%
+118.7%
Q2 2022$719,000
-9.2%
8,573
+8.0%
0.51%
-0.2%
Q1 2022$792,000
+21.5%
7,941
+28.8%
0.51%
+26.3%
Q4 2021$652,000
+11.5%
6,167
+5.3%
0.40%
+3.3%
Q3 2021$585,000
-50.3%
5,857
-49.6%
0.39%
-11.8%
Q2 2021$1,176,00011,6180.44%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Mayo Clinic 1,992,725$169,142,49889.58%
Granger Management LLC 856,893$72,733,11131.73%
Three Bridge Wealth Advisors, LLC 387,565$32,896,50917.63%
MINOT CAPITAL, LP 1,026,452$87,125,24617.49%
DIMENSION CAPITAL MANAGEMENT LLC 855,052$72,576,77116.92%
Nationwide Asset Management LLC 200,250$17,09916.61%
Privium Fund Management (UK) Ltd 252,460$21,557,55916.36%
MKP Capital Management, L.L.C. 1,500,000$127,320,00015.62%
EPIQ Capital Group, LLC 328,754$27,904,67515.21%
Madrona Financial Services, LLC 303,896$25,794,67814.76%
View complete list of ISHARES TR shareholders