ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 15 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,297 | -46.1% | 296 | -43.9% | 0.03% | -45.3% |
| Q2 2023 | $50,610 | -62.5% | 528 | -64.3% | 0.05% | -63.7% |
| Q1 2023 | $134,917 | +8.1% | 1,480 | +0.6% | 0.15% | +2.1% |
| Q4 2022 | $124,858 | +9.5% | 1,471 | +0.8% | 0.14% | +2.9% |
| Q3 2022 | $114,000 | -4.2% | 1,460 | +3.1% | 0.14% | +6.1% |
| Q2 2022 | $119,000 | -11.2% | 1,416 | +5.1% | 0.13% | -2.2% |
| Q1 2022 | $134,000 | -1.5% | 1,347 | +4.7% | 0.13% | +5.5% |
| Q4 2021 | $136,000 | – | 1,287 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Rock Advisors, LP | 694,015 | $55,001,000 | 45.24% |
| Mass General Brigham, Inc | 1,536,103 | $121,736,000 | 41.96% |
| MINOT CAPITAL, LP | 916,256 | $72,613,000 | 27.52% |
| TEXAS TREASURY SAFEKEEPING TRUST CO | 870,500 | $68,987,000 | 22.52% |
| Sageworth Trust Co | 1,931,357 | $153,060,000 | 16.59% |
| Rainwater Charitable Foundation | 398,649 | $31,593,000 | 15.90% |
| Nationwide Asset Management LLC | 219,050 | $17,320,000 | 14.46% |
| CLIENT 1ST ADVISORY GROUP, LLC | 179,363 | $14,215,000 | 14.01% |
| Bernicke Wealth Management, Ltd. | 298,635 | $23,667,000 | 13.22% |
| DIMENSION CAPITAL MANAGEMENT LLC | 561,395 | $44,489,000 | 13.02% |