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 | $227,300 | -64.3% | 6,614 | -63.2% | 0.17% | -58.8% |
| Q2 2023 | $635,954 | -79.3% | 17,972 | -80.3% | 0.41% | -81.7% |
| Q1 2023 | $3,068,780 | -45.6% | 91,248 | -48.6% | 2.26% | -38.7% |
| Q4 2022 | $5,639,555 | +12.7% | 177,574 | +3.6% | 3.68% | -4.8% |
| Q3 2022 | $5,005,000 | -2.7% | 171,420 | +3.5% | 3.87% | +5.1% |
| Q2 2022 | $5,144,000 | -15.1% | 165,629 | +0.9% | 3.68% | -9.8% |
| Q1 2022 | $6,061,000 | +10.2% | 164,187 | +17.0% | 4.08% | +4.4% |
| Q4 2021 | $5,499,000 | -1.9% | 140,333 | -7.6% | 3.91% | +8.4% |
| Q3 2021 | $5,604,000 | +0.6% | 151,842 | +3.9% | 3.60% | +1.0% |
| Q2 2021 | $5,568,000 | +9.1% | 146,101 | +4.4% | 3.57% | +8.2% |
| Q1 2021 | $5,103,000 | +9.1% | 139,900 | +0.7% | 3.30% | +12.4% |
| Q4 2020 | $4,676,000 | +29.3% | 138,899 | +14.0% | 2.94% | -15.7% |
| Q3 2020 | $3,617,000 | +7.5% | 121,790 | +0.9% | 3.48% | +6.5% |
| Q2 2020 | $3,365,000 | +17.2% | 120,744 | +0.7% | 3.27% | +0.2% |
| Q1 2020 | $2,872,000 | – | 119,913 | – | 3.27% | – |
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% |