ISHARES TR's ticker is ACWF and the CUSIP is 46434V316. A total of 36 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,375,587 | +13.2% | 130,105 | +6.9% | 2.43% | -3.7% |
| Q4 2022 | $3,865,693 | +8.1% | 121,720 | -0.7% | 2.53% | +5.8% |
| Q3 2022 | $3,577,664 | -5.7% | 122,537 | +0.4% | 2.39% | -21.8% |
| Q2 2022 | $3,792,000 | -15.5% | 122,102 | +0.5% | 3.06% | +11.1% |
| Q1 2022 | $4,486,000 | -8.7% | 121,521 | -3.1% | 2.75% | -10.0% |
| Q4 2021 | $4,912,000 | – | 125,353 | – | 3.06% | – |
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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% |