ISHARES TR's ticker is ACWF and the CUSIP is 46434V316. A total of 36 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $430,879 | -19.4% | 12,538 | -17.0% | 0.01% | -44.4% |
| Q2 2023 | $534,779 | -6.1% | 15,113 | -10.7% | 0.01% | -10.0% |
| Q1 2023 | $569,492 | +11.4% | 16,933 | +5.2% | 0.01% | 0.0% |
| Q4 2022 | $511,113 | +21.1% | 16,093 | +12.1% | 0.01% | +11.1% |
| Q3 2022 | $422,000 | -26.2% | 14,361 | -22.1% | 0.01% | -25.0% |
| Q2 2022 | $572,000 | -6.4% | 18,438 | +11.3% | 0.01% | +50.0% |
| Q1 2022 | $611,000 | – | 16,559 | – | 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% |