ISHARES TR's ticker is ACWF and the CUSIP is 46434V316. A total of 29 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $47,588 | +6.3% | 1,415 | +0.4% | 0.00% | – |
| Q4 2022 | $44,780 | +17.8% | 1,410 | +7.8% | 0.00% | – |
| Q3 2022 | $38,000 | -11.6% | 1,308 | -5.4% | 0.00% | – |
| Q2 2022 | $43,000 | -20.4% | 1,382 | -5.0% | 0.00% | – |
| Q1 2022 | $54,000 | 0.0% | 1,455 | +5.8% | 0.00% | – |
| Q4 2021 | $54,000 | +5.9% | 1,375 | +0.2% | 0.00% | – |
| Q3 2021 | $51,000 | -1.9% | 1,372 | +0.7% | 0.00% | – |
| Q2 2021 | $52,000 | +6.1% | 1,362 | +0.5% | 0.00% | – |
| Q1 2021 | $49,000 | +11.4% | 1,355 | +3.4% | 0.00% | – |
| Q4 2020 | $44,000 | +12.8% | 1,310 | +0.9% | 0.00% | – |
| Q3 2020 | $39,000 | +8.3% | 1,298 | +1.1% | 0.00% | – |
| Q2 2020 | $36,000 | +16.1% | 1,284 | +0.2% | 0.00% | – |
| Q1 2020 | $31,000 | – | 1,281 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
| Q3 2019 | $0 | – | 0 | – | 0.00% | – |
| Q2 2019 | $0 | – | 0 | – | 0.00% | – |
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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% |