GDS Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 560 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.9%.

Quarter-by-quarter ownership
GDS Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$593,584
+1.2%
5,281
-0.8%
0.06%
-5.8%
Q1 2024$586,442
+6.4%
5,325
-1.7%
0.07%
-6.8%
Q4 2023$551,085
+7.7%
5,415
-2.3%
0.07%
-7.5%
Q3 2023$511,730
-5.0%
5,540
-1.3%
0.08%
-8.0%
Q2 2023$538,607
+2.5%
5,614
-2.6%
0.09%
-6.5%
Q1 2023$525,355
+4.0%
5,763
-3.1%
0.09%
-3.1%
Q4 2022$505,036
+4.8%
5,950
-3.9%
0.10%
-10.3%
Q3 2022$482,000
-7.3%
6,1940.0%0.11%
-8.5%
Q2 2022$520,000
-13.5%
6,194
-0.0%
0.12%
-11.4%
Q1 2022$601,000
-8.5%
6,195
-0.3%
0.13%
-10.2%
Q4 2021$657,0006,2120.15%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Mayo Clinic 1,146,396$104,505,45985.77%
MKP Capital Management, L.L.C. 5,770,000$525,993,20070.71%
Nationwide Asset Management LLC 201,800$18,21456.21%
Granger Management LLC 732,021$66,731,07029.46%
Three Bridge Wealth Advisors, LLC 403,771$36,807,75617.06%
DIMENSION CAPITAL MANAGEMENT LLC 815,776$74,366,06817.02%
MINOT CAPITAL, LP 1,026,452$93,571,36416.94%
FFT WEALTH MANAGEMENT LLC 1,346,561$122,752,50515.24%
GR FINANCIAL GROUP, LLC 463,794$42,279,47515.06%
EPIQ Capital Group, LLC 325,799$29,699,87514.94%
View complete list of ISHARES TR shareholders