ISHARES TR's ticker is ACWF and the CUSIP is 46434V316. A total of 32 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $401,986 | -20.8% | 11,697 | -18.4% | 0.09% | -18.6% |
Q2 2023 | $507,539 | +2.9% | 14,343 | -2.2% | 0.11% | -2.6% |
Q1 2023 | $493,033 | +6.3% | 14,660 | +0.2% | 0.12% | -28.4% |
Q4 2022 | $463,998 | +1.8% | 14,636 | -6.2% | 0.16% | -9.5% |
Q3 2022 | $456,000 | -7.3% | 15,604 | +4.5% | 0.18% | +7.2% |
Q2 2022 | $492,000 | -15.2% | 14,928 | -5.0% | 0.17% | -4.0% |
Q1 2022 | $580,000 | +5.5% | 15,714 | +11.9% | 0.17% | +7.4% |
Q4 2021 | $550,000 | +1.9% | 14,037 | +0.6% | 0.16% | +0.6% |
Q3 2021 | $540,000 | +16.9% | 13,950 | +15.9% | 0.16% | +11.0% |
Q2 2021 | $462,000 | +38.7% | 12,040 | +36.0% | 0.14% | +38.1% |
Q1 2021 | $333,000 | +9.9% | 8,855 | -1.6% | 0.10% | -8.7% |
Q4 2020 | $303,000 | – | 8,996 | – | 0.12% | – |
Download |
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% |