Amplius Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 662 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.54 and the average weighting 1.0%.

Quarter-by-quarter ownership
Amplius Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$7,416,256
-0.4%
65,981
-2.4%
0.82%
-1.2%
Q1 2024$7,447,269
-7.0%
67,623
-14.1%
0.84%
-13.7%
Q4 2023$8,010,574
+9.1%
78,713
-1.0%
0.97%
-1.6%
Q3 2023$7,342,103
-4.4%
79,486
-0.7%
0.98%
-4.8%
Q2 2023$7,677,033
-12.3%
80,019
-16.6%
1.03%
-17.6%
Q1 2023$8,750,914
-3.7%
95,995
-10.3%
1.26%
-13.5%
Q4 2022$9,086,668
-60.9%
107,053
-64.2%
1.45%
-65.1%
Q3 2022$23,261,000
+2.2%
298,872
+10.1%
4.16%
+12.9%
Q2 2022$22,766,000
-41.3%
271,386
-30.1%
3.68%
-38.2%
Q1 2022$38,761,000
-28.7%
388,471
-24.4%
5.96%
-20.5%
Q4 2021$54,353,000513,8337.50%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Mayo Clinic 1,146,396$104,505,45985.77%
MKP Capital Management, L.L.C. 5,770,000$525,993,20070.71%
Nationwide Asset Management LLC 201,800$18,21456.21%
Granger Management LLC 732,021$66,731,07029.46%
Three Bridge Wealth Advisors, LLC 403,771$36,807,75617.06%
DIMENSION CAPITAL MANAGEMENT LLC 815,776$74,366,06817.02%
MINOT CAPITAL, LP 1,026,452$93,571,36416.94%
FFT WEALTH MANAGEMENT LLC 1,346,561$122,752,50515.24%
GR FINANCIAL GROUP, LLC 463,794$42,279,47515.06%
EPIQ Capital Group, LLC 325,799$29,699,87514.94%
View complete list of ISHARES TR shareholders