ISHARES TR's ticker is ACWF and the CUSIP is 46434V316. A total of 37 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $226,106 | -2.9% | 6,579 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $232,812 | +6.3% | 6,579 | +1.0% | 0.03% | 0.0% |
| Q1 2023 | $219,013 | +5.9% | 6,512 | 0.0% | 0.03% | +4.0% |
| Q4 2022 | $206,821 | -11.6% | 6,512 | +2.5% | 0.02% | -10.7% |
| Q1 2022 | $234,000 | -6.0% | 6,351 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $249,000 | -5.7% | 6,351 | -11.3% | 0.03% | -15.2% |
| Q3 2021 | $264,000 | -3.3% | 7,157 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $273,000 | +5.4% | 7,157 | +0.9% | 0.03% | -2.9% |
| Q1 2021 | $259,000 | +26.3% | 7,096 | +16.4% | 0.03% | +21.4% |
| Q4 2020 | $205,000 | – | 6,096 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Royal Harbor Partners, LLC | 316,217 | $12,390,000 | 7.86% |
| ARQ WEALTH ADVISORS, LLC | 140,333 | $5,499,000 | 3.91% |
| DGS Capital Management, LLC | 125,353 | $4,912,000 | 3.06% |
| Coulter & Justus Financial Services, LLC | 66,903 | $2,621,000 | 2.06% |
| Darwin Wealth Management, LLC | 267,468 | $10,019,000 | 1.58% |
| Camarda Financial Advisors, LLC | 51,882 | $2,033,000 | 1.15% |
| SYM FINANCIAL Corp | 49,556 | $1,942,000 | 0.76% |
| Klaas Financial Asset Advisors, LLC | 62,926 | $2,466,000 | 0.56% |
| Independent Wealth Network Inc. | 14,396 | $564,000 | 0.35% |
| Burt Wealth Advisors | 27,023 | $1,059,000 | 0.35% |