ISHARES TR's ticker is ACWF and the CUSIP is 46434V316. A total of 32 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $7,000 | – | 208 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q2 2020 | $3,000 | -50.0% | 119 | -47.6% | 0.00% | -100.0% |
| Q1 2020 | $6,000 | -45.5% | 227 | -36.9% | 0.00% | 0.0% |
| Q4 2019 | $11,000 | +10.0% | 360 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $10,000 | -56.5% | 360 | -59.1% | 0.00% | 0.0% |
| Q4 2018 | $23,000 | -23.3% | 880 | -11.1% | 0.00% | 0.0% |
| Q3 2018 | $30,000 | 0.0% | 990 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $30,000 | 0.0% | 990 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $30,000 | 0.0% | 990 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $30,000 | +3.4% | 990 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $29,000 | +7.4% | 990 | +0.5% | 0.00% | 0.0% |
| Q2 2017 | $27,000 | – | 985 | – | 0.00% | – |
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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% |