ISHARES TR's ticker is ACWF and the CUSIP is 46434V316. A total of 32 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $407,000 | +25.6% | 11,037 | +33.4% | 0.00% | – |
| Q4 2021 | $324,000 | +6.2% | 8,272 | 0.0% | 0.00% | – |
| Q3 2021 | $305,000 | -3.2% | 8,272 | 0.0% | 0.00% | – |
| Q2 2021 | $315,000 | -0.3% | 8,272 | -4.6% | 0.00% | – |
| Q1 2021 | $316,000 | +1.6% | 8,672 | -6.1% | 0.00% | – |
| Q4 2020 | $311,000 | – | 9,240 | – | 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% |