ISHARES TR's ticker is ACWF and the CUSIP is 46434V316. A total of 40 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| 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% |