ISHARES TR's ticker is ACWF and the CUSIP is 46434V316. A total of 19 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,313,000 | -14.7% | 42,166 | -20.6% | 0.01% | -27.3% |
| Q3 2019 | $1,540,000 | -2.5% | 53,117 | -1.5% | 0.01% | 0.0% |
| Q2 2019 | $1,579,000 | -18.8% | 53,911 | -19.5% | 0.01% | -26.7% |
| Q1 2019 | $1,945,000 | +78.8% | 66,939 | +59.7% | 0.02% | +50.0% |
| Q4 2018 | $1,088,000 | +179.7% | 41,913 | +230.4% | 0.01% | +233.3% |
| Q3 2018 | $389,000 | +177.9% | 12,685 | +180.4% | 0.00% | +200.0% |
| Q2 2018 | $140,000 | 0.0% | 4,524 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $140,000 | +218.2% | 4,524 | +212.2% | 0.00% | – |
| Q4 2017 | $44,000 | +4.8% | 1,449 | +0.6% | 0.00% | – |
| Q3 2017 | $42,000 | +121.1% | 1,441 | +108.5% | 0.00% | – |
| Q2 2017 | $19,000 | +90.0% | 691 | +84.3% | 0.00% | – |
| Q1 2017 | $10,000 | -23.1% | 375 | -29.8% | 0.00% | – |
| Q3 2016 | $13,000 | +8.3% | 534 | 0.0% | 0.00% | – |
| Q2 2016 | $12,000 | 0.0% | 534 | +1.1% | 0.00% | – |
| Q1 2016 | $12,000 | 0.0% | 528 | 0.0% | 0.00% | – |
| Q4 2015 | $12,000 | – | 528 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WADDELL & ASSOCIATES, LLC | 1,294,293 | $40,382,000 | 12.04% |
| Camarda Financial Advisors, LLC | 15,565 | $486,000 | 1.03% |
| Royal Fund Management, LLC | 107,998 | $3,369,000 | 0.86% |
| Elevated Capital Advisors, LLC | 18,599 | $580,000 | 0.64% |
| Robertson Stephens Wealth Management, LLC | 14,225 | $443,000 | 0.22% |
| SYM FINANCIAL Corp | 5,010 | $156,000 | 0.10% |
| Simplicity Solutions, LLC | 48,762 | $1,521,000 | 0.05% |
| AE Wealth Management LLC | 49,316 | $1,539,000 | 0.03% |
| FLOW TRADERS U.S. LLC | 10,827 | $338,000 | 0.03% |
| Core Wealth Advisors, Inc. | 975 | $30,000 | 0.02% |