ISHARES TR's ticker is ACWF and the CUSIP is 46434V316. A total of 32 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $251,391 | -2.9% | 7,315 | 0.0% | 0.08% | -1.3% |
| Q2 2023 | $258,847 | -10.1% | 7,315 | -14.6% | 0.08% | -13.3% |
| Q1 2023 | $288,051 | +9.0% | 8,565 | +3.0% | 0.09% | +2.3% |
| Q4 2022 | $264,202 | -24.1% | 8,319 | -30.1% | 0.09% | -37.1% |
| Q3 2022 | $348,000 | -67.1% | 11,903 | -56.0% | 0.14% | -59.5% |
| Q4 2021 | $1,059,000 | +4136.0% | 27,023 | +3601.8% | 0.35% | +3744.4% |
| Q4 2020 | $25,000 | +13.6% | 730 | 0.0% | 0.01% | +12.5% |
| Q3 2020 | $22,000 | +10.0% | 730 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $20,000 | – | 730 | – | 0.01% | – |
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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% |