ISHARES TR's ticker is ACWF and the CUSIP is 46434V316. A total of 40 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,720 | -77.5% | 196 | -77.0% | 0.00% | – |
| Q2 2023 | $29,858 | -61.4% | 851 | -63.0% | 0.00% | – |
| Q1 2023 | $77,305 | -43.6% | 2,299 | -46.5% | 0.00% | – |
| Q4 2022 | $137,000 | +9.6% | 4,299 | +0.1% | 0.00% | – |
| Q3 2022 | $125,000 | -34.6% | 4,296 | -29.8% | 0.00% | – |
| Q2 2022 | $191,000 | -97.5% | 6,124 | +2.3% | 0.00% | -100.0% |
| Q1 2022 | $7,553,000 | +2426.1% | 5,984 | -21.6% | 0.02% | +1400.0% |
| Q4 2021 | $299,000 | +2.4% | 7,636 | -3.4% | 0.00% | 0.0% |
| Q3 2021 | $292,000 | +10.2% | 7,907 | +13.5% | 0.00% | 0.0% |
| Q2 2021 | $265,000 | +9.1% | 6,967 | +4.9% | 0.00% | 0.0% |
| Q1 2021 | $243,000 | +800.0% | 6,641 | +734.3% | 0.00% | – |
| Q4 2020 | $27,000 | -59.1% | 796 | -64.3% | 0.00% | – |
| Q3 2020 | $66,000 | -5.7% | 2,232 | -11.7% | 0.00% | – |
| Q2 2020 | $70,000 | -87.2% | 2,527 | -89.0% | 0.00% | -100.0% |
| Q1 2020 | $549,000 | – | 22,911 | – | 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% |