ISHARES TR's ticker is ACWF and the CUSIP is 46434V316. A total of 36 filers reported holding ISHARES TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| ARQ WEALTH ADVISORS, LLC | 138,899 | $4,676,000 | 2.94% |
| Camarda Financial Advisors, LLC | 52,618 | $1,771,000 | 1.49% |
| Klaas Financial Asset Advisors, LLC | 124,114 | $4,178,000 | 0.90% |
| SYM FINANCIAL Corp | 31,425 | $1,058,000 | 0.78% |
| Darwin Wealth Management, LLC | 88,030 | $2,963,000 | 0.56% |
| WADDELL & ASSOCIATES, LLC | 29,370 | $989,000 | 0.23% |
| Insight Advisors, LLC/ PA | 8,996 | $303,000 | 0.12% |
| 1900 WEALTH MANAGEMENT LLC | 8,570 | $288,000 | 0.03% |
| Colonial Trust Advisors | 6,096 | $205,000 | 0.03% |
| Equitable Holdings, Inc. | 11,586 | $390,000 | 0.01% |