ALTFEST L J & CO INC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 393 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.14 and the average weighting 1.2%.

Quarter-by-quarter ownership
ALTFEST L J & CO INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$503
-10.8%
5,446
-7.4%
0.08%
-7.1%
Q2 2023$564
+5.4%
5,882
+0.2%
0.08%
+1.2%
Q1 2023$535
+7.2%
5,8730.0%0.08%
+1.2%
Q4 2022$499
-99.9%
5,873
+0.1%
0.08%
-3.5%
Q3 2022$457,000
-7.1%
5,8660.0%0.09%
-2.3%
Q2 2022$492,000
-15.8%
5,866
+0.1%
0.09%
-15.4%
Q1 2022$584,000
-5.7%
5,858
+0.1%
0.10%
-11.9%
Q4 2021$619,000
+6.0%
5,852
+0.1%
0.12%
-3.3%
Q3 2021$584,000
-1.2%
5,8440.0%0.12%
-3.9%
Q2 2021$591,000
+6.5%
5,844
+0.2%
0.13%
-3.1%
Q1 2021$555,000
+4.9%
5,8350.0%0.13%
+0.8%
Q4 2020$529,000
+9.1%
5,835
-3.9%
0.13%
+0.8%
Q3 2020$485,000
-24.1%
6,070
-30.0%
0.13%
-29.9%
Q2 2020$639,000
-82.9%
8,667
-85.5%
0.18%
-84.3%
Q1 2020$3,734,000
-30.9%
59,680
-12.4%
1.17%
-14.1%
Q4 2019$5,401,000
+5.9%
68,148
-1.5%
1.36%
+3.4%
Q3 2019$5,102,000
-40.3%
69,180
-40.3%
1.32%
-42.1%
Q2 2019$8,539,000
-7.7%
115,847
-9.7%
2.27%
+0.9%
Q1 2019$9,251,000
+12.9%
128,225
+0.4%
2.25%
-1.6%
Q4 2018$8,191,000127,6712.29%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Mayo Clinic 1,992,725$169,142,49889.58%
Granger Management LLC 856,893$72,733,11131.73%
Three Bridge Wealth Advisors, LLC 387,565$32,896,50917.63%
MINOT CAPITAL, LP 1,026,452$87,125,24617.49%
DIMENSION CAPITAL MANAGEMENT LLC 855,052$72,576,77116.92%
Nationwide Asset Management LLC 200,250$17,09916.61%
Privium Fund Management (UK) Ltd 252,460$21,557,55916.36%
MKP Capital Management, L.L.C. 1,500,000$127,320,00015.62%
EPIQ Capital Group, LLC 328,754$27,904,67515.21%
Madrona Financial Services, LLC 303,896$25,794,67814.76%
View complete list of ISHARES TR shareholders