ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 544 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 1.44 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,047,640 | +11.2% | 10,294 | +1.0% | 0.55% | -2.3% |
| Q3 2023 | $941,920 | -3.7% | 10,197 | 0.0% | 0.56% | -18.0% |
| Q2 2023 | $978,324 | +6.3% | 10,197 | +1.0% | 0.68% | -2.0% |
| Q1 2023 | $920,228 | +7.4% | 10,095 | 0.0% | 0.70% | -1.7% |
| Q4 2022 | $856,833 | +9.9% | 10,095 | +0.8% | 0.71% | -1.5% |
| Q3 2022 | $780,000 | -7.1% | 10,016 | +0.0% | 0.72% | -6.5% |
| Q2 2022 | $840,000 | -15.1% | 10,015 | +1.0% | 0.77% | +6.1% |
| Q1 2022 | $989,000 | -5.6% | 9,915 | +0.1% | 0.73% | -7.6% |
| Q4 2021 | $1,048,000 | – | 9,909 | – | 0.79% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mayo Clinic | 1,992,725 | $169,142,498 | 89.58% |
| Granger Management LLC | 856,893 | $72,733,111 | 31.73% |
| Three Bridge Wealth Advisors, LLC | 387,565 | $32,896,509 | 17.63% |
| MINOT CAPITAL, LP | 1,026,452 | $87,125,246 | 17.49% |
| DIMENSION CAPITAL MANAGEMENT LLC | 855,052 | $72,576,771 | 16.92% |
| Nationwide Asset Management LLC | 200,250 | $17,099 | 16.61% |
| Privium Fund Management (UK) Ltd | 252,460 | $21,557,559 | 16.36% |
| MKP Capital Management, L.L.C. | 1,500,000 | $127,320,000 | 15.62% |
| EPIQ Capital Group, LLC | 328,754 | $27,904,675 | 15.21% |
| Madrona Financial Services, LLC | 303,896 | $25,794,678 | 14.76% |