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 | $2,260,847 | -7.0% | 65,786 | -4.4% | 0.61% | -2.7% |
| Q2 2023 | $2,430,117 | -4.6% | 68,835 | -7.7% | 0.62% | -9.4% |
| Q1 2023 | $2,546,479 | -6.9% | 74,609 | -9.2% | 0.69% | -2.5% |
| Q4 2022 | $2,735,094 | -9.5% | 82,135 | -18.3% | 0.71% | -6.2% |
| Q3 2022 | $3,021,000 | -45.9% | 100,562 | -41.0% | 0.76% | -33.2% |
| Q2 2022 | $5,588,000 | -33.1% | 170,394 | -24.8% | 1.13% | -17.7% |
| Q1 2022 | $8,359,000 | -16.6% | 226,447 | -15.3% | 1.37% | -13.2% |
| Q4 2021 | $10,019,000 | -17.4% | 267,468 | -18.6% | 1.58% | -18.5% |
| Q3 2021 | $12,134,000 | -13.8% | 328,765 | -11.0% | 1.94% | -15.3% |
| Q2 2021 | $14,070,000 | +312.6% | 369,196 | +294.9% | 2.29% | +284.9% |
| Q1 2021 | $3,410,000 | +15.1% | 93,499 | +6.2% | 0.60% | +7.0% |
| Q4 2020 | $2,963,000 | +47.4% | 88,030 | +30.0% | 0.56% | +28.1% |
| Q3 2020 | $2,010,000 | +563.4% | 67,693 | +521.1% | 0.43% | +463.6% |
| Q2 2020 | $303,000 | – | 10,899 | – | 0.08% | – |
Download | ||||||
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% |