OAK HARBOR WEALTH PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 598 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.9%.

Quarter-by-quarter ownership
OAK HARBOR WEALTH PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$277,110
-3.7%
3,0000.0%0.10%0.0%
Q2 2023$287,820
+5.2%
3,0000.0%0.10%
-1.0%
Q1 2023$273,480
+7.4%
3,0000.0%0.10%
+2.1%
Q4 2022$254,640
+9.3%
3,0000.0%0.10%
+6.6%
Q3 2022$233,000
-7.5%
3,0000.0%0.09%
-9.0%
Q2 2022$252,000
-15.7%
3,0000.0%0.10%
+2.0%
Q1 2022$299,000
-5.7%
3,0000.0%0.10%
-10.1%
Q4 2021$317,0003,0000.11%
Other shareholders
ISHARES TR shareholders Q4 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