WEST PACES ADVISORS INC. - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 594 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.1%.

Quarter-by-quarter ownership
WEST PACES ADVISORS INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,941,906
-3.7%
64,3270.0%1.86%
+2.4%
Q2 2023$6,171,554
+5.2%
64,3270.0%1.82%
-0.2%
Q1 2023$5,864,070
+7.4%
64,3270.0%1.82%
+4.8%
Q4 2022$5,460,095
+14.0%
64,327
+4.6%
1.74%
+2.1%
Q3 2022$4,788,664
-7.2%
61,5270.0%1.70%
-3.1%
Q2 2022$5,161,519
-15.9%
61,5270.0%1.76%
-8.3%
Q1 2022$6,139,187
-5.7%
61,5270.0%1.92%
-5.7%
Q4 2021$6,508,350
+5.9%
61,5270.0%2.03%
-5.8%
Q3 2021$6,147,801
-1.3%
61,5270.0%2.16%
-5.8%
Q2 2021$6,225,940
-3.1%
61,527
-8.9%
2.29%
-11.3%
Q1 2021$6,423,694
+4.9%
67,5110.0%2.58%
-5.3%
Q4 2020$6,124,619
+16.3%
67,511
+2.4%
2.73%
+1.3%
Q3 2020$5,267,625
+11.1%
65,911
+2.5%
2.69%
+5.0%
Q2 2020$4,741,024
+17.8%
64,3110.0%2.56%
+0.4%
Q1 2020$4,023,954
-26.0%
64,311
-6.3%
2.55%
-13.7%
Q4 2019$5,437,440
+7.5%
68,611
+0.0%
2.96%
-2.2%
Q3 2019$5,059,988
+8.4%
68,610
+8.4%
3.02%
+3.7%
Q2 2019$4,666,580
+2.2%
63,3100.0%2.91%
-8.9%
Q1 2019$4,567,817
+23.6%
63,310
+9.9%
3.20%
+12.2%
Q4 2018$3,695,616
-13.6%
57,6000.0%2.85%
-7.4%
Q3 2018$4,277,376
+4.2%
57,600
-0.2%
3.08%
+0.3%
Q2 2018$4,103,624
-0.8%
57,7000.0%3.07%
-0.4%
Q1 2018$4,137,090
+6.3%
57,700
+6.9%
3.08%
+6.9%
Q4 2017$3,892,860
+8.2%
54,000
+3.3%
2.88%
+6.2%
Q3 2017$3,599,28652,3002.71%
Other shareholders
ISHARES TR shareholders Q3 2023
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