ISHARES TR's ticker is ACWF and the CUSIP is 46434V316. A total of 27 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $27,981 | -66.3% | 832 | -61.8% | 0.00% | -66.7% |
| Q2 2021 | $83,000 | +16.9% | 2,176 | +3.3% | 0.00% | 0.0% |
| Q4 2020 | $71,000 | +26.8% | 2,107 | +11.4% | 0.00% | 0.0% |
| Q3 2020 | $56,000 | +12.0% | 1,892 | -9.3% | 0.00% | 0.0% |
| Q1 2020 | $50,000 | -23.1% | 2,085 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $65,000 | – | 2,085 | – | 0.00% | – |
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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% |