American Portfolios Advisors - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 464 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 7.78 and the average weighting 1.0%.

Quarter-by-quarter ownership
American Portfolios Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$178,568
-10.3%
2,294
-3.3%
0.01%0.0%
Q2 2022$199,099
-30.4%
2,373
-17.3%
0.01%
-20.0%
Q1 2022$286,125
-36.0%
2,868
-32.2%
0.01%
-33.3%
Q4 2021$447,291
+23.3%
4,229
+16.4%
0.02%
+7.1%
Q3 2021$362,884
+7.2%
3,632
+8.5%
0.01%
+7.7%
Q2 2021$338,657
+19.1%
3,347
+12.0%
0.01%
+8.3%
Q1 2021$284,422
+4.8%
2,989
-0.1%
0.01%
-14.3%
Q4 2020$271,452
+12.1%
2,992
-1.3%
0.01%0.0%
Q3 2020$242,207
-1.4%
3,031
-9.0%
0.01%
-12.5%
Q2 2020$245,607
-27.3%
3,332
-38.3%
0.02%
-42.9%
Q1 2020$337,878
-11.9%
5,400
+11.6%
0.03%
+3.7%
Q4 2019$383,332
+7.9%
4,837
+0.4%
0.03%
-6.9%
Q3 2019$355,401
+5.0%
4,819
+4.9%
0.03%0.0%
Q2 2019$338,624
+37.9%
4,594
+35.0%
0.03%
+26.1%
Q1 2019$245,526
+139.6%
3,403
+113.1%
0.02%
+76.9%
Q4 2018$102,464
-15.7%
1,597
-2.4%
0.01%
-7.1%
Q3 2018$121,564
+124.9%
1,637
+115.4%
0.01%
+100.0%
Q2 2018$54,051
-27.2%
760
-26.6%
0.01%
-36.4%
Q1 2018$74,210
-0.5%
1,0350.0%0.01%
-8.3%
Q4 2017$74,6131,0350.01%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Summit Rock Advisors, LP 369,001$21,808,00048.30%
ICONIQ Capital, LLC 2,257,788$133,435,00027.22%
BRANDYWINE MANAGERS, LLC 1,860,400$109,950,00024.60%
Sageworth Trust Co 1,773,773$104,830,00023.96%
Perella Weinberg Partners Capital Management LP 841,932$49,758,00014.48%
Parasol Investment Management, LLC 133,974$7,918,0008.24%
Cornerstone Advisors, Inc. 161,171$9,525,0008.03%
Gramercy Funds Management LLC 380,000$22,458,0007.80%
St. Louis Trust Co 249,107$14,722,0007.06%
SteelBridge Private Wealth Advisors LLC 27,920$1,650,0004.79%
View complete list of ISHARES TR shareholders