ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 400 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.64 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $282,124 | -4.9% | 2,510 | -13.9% | 0.03% | -25.0% |
| Q4 2023 | $296,558 | -28.7% | 2,914 | -44.5% | 0.04% | -34.3% |
| Q4 2019 | $416,000 | +0.7% | 5,252 | -6.3% | 0.07% | -1.5% |
| Q3 2019 | $413,000 | -54.2% | 5,604 | -54.2% | 0.07% | -51.1% |
| Q2 2019 | $901,000 | -9.7% | 12,226 | -11.6% | 0.14% | -10.3% |
| Q1 2019 | $998,000 | -46.1% | 13,833 | -44.5% | 0.16% | -35.1% |
| Q3 2018 | $1,850,000 | +197.9% | 24,918 | +185.4% | 0.24% | +177.9% |
| Q2 2018 | $621,000 | +6.3% | 8,732 | +3.0% | 0.09% | -23.9% |
| Q3 2017 | $584,000 | +25.9% | 8,481 | +15.7% | 0.11% | +66.2% |
| Q1 2017 | $464,000 | +48.7% | 7,332 | +39.2% | 0.07% | +30.8% |
| Q4 2016 | $312,000 | +3.3% | 5,268 | +3.0% | 0.05% | +20.9% |
| Q3 2016 | $302,000 | -38.0% | 5,113 | -37.6% | 0.04% | 0.0% |
| Q2 2015 | $487,000 | +3.0% | 8,196 | +4.0% | 0.04% | 0.0% |
| Q1 2015 | $473,000 | +24.5% | 7,883 | +21.3% | 0.04% | +126.3% |
| Q4 2014 | $380,000 | +2.7% | 6,501 | +3.4% | 0.02% | 0.0% |
| Q3 2014 | $370,000 | +8.2% | 6,287 | +10.8% | 0.02% | +26.7% |
| Q2 2014 | $342,000 | – | 5,675 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sageworth Trust Co | 1,799,132 | $127,954,000 | 18.30% |
| ICONIQ Capital, LLC | 2,020,866 | $143,724,000 | 17.69% |
| DIMENSION CAPITAL MANAGEMENT LLC | 370,527 | $26,352,000 | 14.48% |
| Bogart Wealth, LLC | 303,356 | $21,574,000 | 13.12% |
| Bernicke Wealth Management, Ltd. | 240,094 | $17,075,000 | 11.95% |
| Covenant Multifamily Offices, LLC | 338,741 | $24,091,000 | 10.14% |
| Arlington Partners LLC | 109,000 | $7,752,000 | 7.33% |
| Cornerstone Advisors, Inc. | 150,778 | $10,723,000 | 7.32% |
| DEARBORN CAPITAL MANAGEMENT LLC | 45,401 | $3,229,000 | 6.22% |
| Conrad N. Hilton Foundation | 180,731 | $12,854,000 | 6.11% |