Congress Wealth Management LLC / DE / - 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
Congress Wealth Management LLC / DE / ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,754,747
-2.7%
40,649
+1.1%
0.08%
-12.4%
Q2 2023$3,858,802
+5.0%
40,221
-0.2%
0.09%0.0%
Q1 2023$3,673,473
+1.2%
40,297
-5.8%
0.09%
-4.3%
Q4 2022$3,629,722
+18.4%
42,763
+8.5%
0.09%
+12.0%
Q3 2022$3,066,000
+17.9%
39,400
+27.2%
0.08%
+25.8%
Q2 2022$2,600,000
-21.1%
30,983
-6.2%
0.07%
-8.3%
Q1 2022$3,295,000
-17.9%
33,023
-13.0%
0.07%
-10.0%
Q4 2021$4,015,00037,9610.08%
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