ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 559 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.71 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $537,893 | -41.7% | 5,823 | -39.4% | 0.04% | -34.4% |
| Q2 2023 | $922,007 | +7.1% | 9,610 | +3.3% | 0.06% | +6.7% |
| Q1 2023 | $861,251 | +16.2% | 9,302 | -2.2% | 0.06% | -3.2% |
| Q3 2022 | $741,000 | -2.4% | 9,515 | +5.2% | 0.06% | +1.6% |
| Q2 2022 | $759,000 | -12.3% | 9,045 | +4.4% | 0.06% | +5.2% |
| Q1 2022 | $865,000 | +18.7% | 8,667 | +25.7% | 0.06% | +3.6% |
| Q4 2021 | $729,000 | – | 6,894 | – | 0.06% | – |
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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% |