PDS Planning, Inc - 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
PDS Planning, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$204,045
-3.7%
2,2090.0%0.03%
-3.7%
Q2 2023$211,931
+5.2%
2,2090.0%0.03%
-3.6%
Q1 2023$201,372
-8.5%
2,2090.0%0.03%
-28.2%
Q1 2022$220,000
-6.0%
2,2090.0%0.04%
-13.3%
Q4 2021$234,000
+5.9%
2,2090.0%0.04%
-11.8%
Q3 2021$221,000
-1.3%
2,2090.0%0.05%
-7.3%
Q2 2021$224,000
+1.4%
2,209
-4.8%
0.06%
-14.1%
Q1 2021$221,000
+5.2%
2,3200.0%0.06%
-11.1%
Q4 2020$210,000
+2.4%
2,320
-16.6%
0.07%
-49.3%
Q3 2019$205,0000.0%2,7810.0%0.14%
-6.6%
Q2 2019$205,000
+2.0%
2,7810.0%0.15%
-2.6%
Q1 2019$201,000
-2.9%
2,7810.0%0.16%
-11.9%
Q3 2018$207,000
-12.7%
2,781
-15.5%
0.18%
-26.2%
Q4 2017$237,0003,2930.24%
Other shareholders
ISHARES TR shareholders Q4 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