ISHARES TR's ticker is ACWF and the CUSIP is 46434V316. A total of 40 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,654 | -2.9% | 310 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $10,970 | +5.2% | 310 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $10,426 | +5.9% | 310 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $9,845 | +9.4% | 310 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $9,000 | -10.0% | 310 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $10,000 | -9.1% | 310 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $11,000 | -8.3% | 310 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $12,000 | +9.1% | 310 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $11,000 | -8.3% | 310 | 0.0% | 0.00% | -33.3% |
Q2 2021 | $12,000 | +9.1% | 310 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $11,000 | +10.0% | 310 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $10,000 | +11.1% | 310 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $9,000 | 0.0% | 310 | 0.0% | 0.00% | +50.0% |
Q2 2020 | $9,000 | +28.6% | 310 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $7,000 | -30.0% | 310 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $10,000 | +11.1% | 310 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $9,000 | +125.0% | 310 | +142.2% | 0.00% | +100.0% |
Q2 2019 | $4,000 | 0.0% | 128 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $4,000 | +33.3% | 128 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $3,000 | -25.0% | 128 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $4,000 | +100.0% | 128 | +103.2% | 0.00% | – |
Q2 2018 | $2,000 | – | 63 | – | 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% |