ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 592 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.60 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $204,045 | -3.7% | 2,209 | 0.0% | 0.03% | -3.7% |
| Q2 2023 | $211,931 | +5.2% | 2,209 | 0.0% | 0.03% | -3.6% |
| Q1 2023 | $201,372 | -8.5% | 2,209 | 0.0% | 0.03% | -28.2% |
| Q1 2022 | $220,000 | -6.0% | 2,209 | 0.0% | 0.04% | -13.3% |
| Q4 2021 | $234,000 | +5.9% | 2,209 | 0.0% | 0.04% | -11.8% |
| Q3 2021 | $221,000 | -1.3% | 2,209 | 0.0% | 0.05% | -7.3% |
| Q2 2021 | $224,000 | +1.4% | 2,209 | -4.8% | 0.06% | -14.1% |
| Q1 2021 | $221,000 | +5.2% | 2,320 | 0.0% | 0.06% | -11.1% |
| Q4 2020 | $210,000 | +2.4% | 2,320 | -16.6% | 0.07% | -49.3% |
| Q3 2019 | $205,000 | 0.0% | 2,781 | 0.0% | 0.14% | -6.6% |
| Q2 2019 | $205,000 | +2.0% | 2,781 | 0.0% | 0.15% | -2.6% |
| Q1 2019 | $201,000 | -2.9% | 2,781 | 0.0% | 0.16% | -11.9% |
| Q3 2018 | $207,000 | -12.7% | 2,781 | -15.5% | 0.18% | -26.2% |
| Q4 2017 | $237,000 | – | 3,293 | – | 0.24% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Rock Advisors, LP | 694,015 | $55,001,000 | 45.24% |
| Mass General Brigham, Inc | 1,536,103 | $121,736,000 | 41.96% |
| MINOT CAPITAL, LP | 916,256 | $72,613,000 | 27.52% |
| TEXAS TREASURY SAFEKEEPING TRUST CO | 870,500 | $68,987,000 | 22.52% |
| Sageworth Trust Co | 1,931,357 | $153,060,000 | 16.59% |
| Rainwater Charitable Foundation | 398,649 | $31,593,000 | 15.90% |
| Nationwide Asset Management LLC | 219,050 | $17,320,000 | 14.46% |
| CLIENT 1ST ADVISORY GROUP, LLC | 179,363 | $14,215,000 | 14.01% |
| Bernicke Wealth Management, Ltd. | 298,635 | $23,667,000 | 13.22% |
| DIMENSION CAPITAL MANAGEMENT LLC | 561,395 | $44,489,000 | 13.02% |