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 | $211,664 | -9.2% | 6,159 | -6.5% | 0.02% | -12.5% |
| Q2 2023 | $233,158 | +14.9% | 6,589 | +3.1% | 0.02% | +9.1% |
| Q1 2023 | $202,876 | 0.0% | 6,388 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $202,876 | -3.4% | 6,388 | -5.4% | 0.02% | -4.3% |
| Q2 2022 | $210,000 | -15.7% | 6,750 | 0.0% | 0.02% | -4.2% |
| Q1 2022 | $249,000 | -5.7% | 6,750 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $264,000 | -3.6% | 6,750 | -9.1% | 0.02% | -11.1% |
| Q3 2021 | $274,000 | -16.2% | 7,424 | -13.4% | 0.03% | -12.9% |
| Q2 2021 | $327,000 | +4.5% | 8,570 | 0.0% | 0.03% | +29.2% |
| Q1 2021 | $313,000 | +8.7% | 8,570 | 0.0% | 0.02% | -29.4% |
| Q4 2020 | $288,000 | – | 8,570 | – | 0.03% | – |
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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% |