Intergy Private Wealth, LLC - ISHARES TR ownership

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
Intergy Private Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,941,210
-3.7%
31,8420.0%1.47%
-1.7%
Q2 2023$3,054,885
+5.1%
31,842
-0.2%
1.50%
-8.1%
Q1 2023$2,907,092
+7.0%
31,890
-0.4%
1.63%
-4.2%
Q4 2022$2,717,179
+26.1%
32,012
+15.6%
1.70%
+11.1%
Q3 2022$2,155,000
+181.0%
27,694
+203.1%
1.53%
+152.7%
Q2 2022$767,0009,1370.60%
Other shareholders
ISHARES TR shareholders Q3 2022
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