ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 592 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.71 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $645,738 | +2.1% | 5,745 | 0.0% | 0.36% | +1.7% |
| Q1 2024 | $632,698 | +8.2% | 5,745 | 0.0% | 0.35% | +2.9% |
| Q4 2023 | $584,669 | +10.2% | 5,745 | 0.0% | 0.34% | +5.6% |
| Q3 2023 | $530,666 | -3.7% | 5,745 | 0.0% | 0.32% | +2.5% |
| Q2 2023 | $551,175 | +4.6% | 5,745 | -0.6% | 0.31% | -2.8% |
| Q1 2023 | $526,906 | +98387.1% | 5,780 | -8.3% | 0.32% | -0.9% |
| Q4 2022 | $535 | +9.0% | 6,305 | 0.0% | 0.33% | +4.2% |
| Q3 2022 | $491 | -0.2% | 6,305 | +7.5% | 0.31% | +9.1% |
| Q2 2022 | $492 | -14.7% | 5,867 | +1.5% | 0.29% | -2.4% |
| Q1 2022 | $577 | -5.6% | 5,780 | 0.0% | 0.29% | -2.0% |
| Q4 2021 | $611 | +19.6% | 5,780 | +13.0% | 0.30% | +9.1% |
| Q3 2021 | $511 | -1.4% | 5,115 | 0.0% | 0.28% | -3.8% |
| Q2 2021 | $518 | +13.8% | 5,115 | +6.9% | 0.29% | +5.9% |
| Q1 2021 | $455 | +4.8% | 4,785 | 0.0% | 0.27% | -4.9% |
| Q4 2020 | $434 | +13.6% | 4,785 | 0.0% | 0.28% | -5.0% |
| Q3 2020 | $382 | +8.2% | 4,785 | 0.0% | 0.30% | +2.0% |
| Q2 2020 | $353 | – | 4,785 | – | 0.29% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mayo Clinic | 1,146,396 | $104,505,459 | 85.77% |
| MKP Capital Management, L.L.C. | 5,770,000 | $525,993,200 | 70.71% |
| Nationwide Asset Management LLC | 201,800 | $18,214 | 56.21% |
| Granger Management LLC | 732,021 | $66,731,070 | 29.46% |
| Three Bridge Wealth Advisors, LLC | 403,771 | $36,807,756 | 17.06% |
| DIMENSION CAPITAL MANAGEMENT LLC | 815,776 | $74,366,068 | 17.02% |
| MINOT CAPITAL, LP | 1,026,452 | $93,571,364 | 16.94% |
| FFT WEALTH MANAGEMENT LLC | 1,346,561 | $122,752,505 | 15.24% |
| GR FINANCIAL GROUP, LLC | 463,794 | $42,279,475 | 15.06% |
| EPIQ Capital Group, LLC | 325,799 | $29,699,875 | 14.94% |