ISHARES TR's ticker is ACWF and the CUSIP is 46434V316. A total of 37 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,734,096 | -10.5% | 79,557 | -7.8% | 1.99% | -4.1% |
| Q2 2023 | $3,053,830 | +5.9% | 86,301 | +0.7% | 2.07% | +10.2% |
| Q1 2023 | $2,883,405 | +8.3% | 85,736 | +2.3% | 1.88% | +4.0% |
| Q4 2022 | $2,662,761 | +3.0% | 83,843 | -5.3% | 1.81% | -10.0% |
| Q3 2022 | $2,584,000 | +11.7% | 88,514 | +18.8% | 2.01% | +8.0% |
| Q2 2022 | $2,314,000 | -11.7% | 74,513 | +11.4% | 1.86% | -9.6% |
| Q4 2021 | $2,621,000 | – | 66,903 | – | 2.06% | – |
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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% |