RETIREMENT DESIGN & MANAGEMENT INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 176 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
RETIREMENT DESIGN & MANAGEMENT INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q2 2016$771,000
+44.4%
13,714
+43.9%
0.48%
+26.5%
Q1 2016$534,000
-3.8%
9,531
-4.2%
0.38%
+22.9%
Q4 2015$555,000
+30.0%
9,945
+25.6%
0.31%
-29.9%
Q3 2015$427,000
-16.1%
7,918
-7.5%
0.44%
+1.1%
Q2 2015$509,000
+5.6%
8,558
+6.5%
0.44%
+4.3%
Q1 2015$482,000
-40.2%
8,033
-41.7%
0.42%
-31.3%
Q4 2014$806,00013,7800.61%
Other shareholders
ISHARES TR shareholders Q4 2014
NameSharesValueWeighting ↓
Sageworth Trust Co of South Dakota 62,734$5,969,00040.95%
TEXAS TREASURY SAFEKEEPING TRUST CO 1,022,243$97,266,00032.21%
Granger Management LLC 1,768,478$168,271,00025.98%
Madrona Financial Services, LLC 471,551$44,868,00023.02%
MINOT CAPITAL, LP 1,239,567$117,945,00022.65%
Juniper Hill Capital Management LP 748,500$71,220,00021.66%
Sharp Capital Gestora de Recursos Ltda. 572,246$54,449,00016.86%
Sageworth Trust Co 1,997,793$190,090,00015.79%
Edgehill Endowment Partners, LLC 493,361$46,943,00015.54%
DIMENSION CAPITAL MANAGEMENT LLC 679,316$64,634,00015.21%
View complete list of ISHARES TR shareholders