ProVise Management Group, LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 286 filers reported holding ISHARES INC in Q3 2021. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2021$222,000
-8.6%
2,165
-8.3%
0.02%
-12.0%
Q2 2021$243,000
+2.5%
2,362
-1.5%
0.02%
-3.8%
Q1 2021$237,000
+17.3%
2,398
+15.2%
0.03%
+13.0%
Q4 2020$202,0002,0820.02%
Other shareholders
ISHARES INC shareholders Q3 2021
NameSharesValueWeighting ↓
ASPIRIANT, LLC 2,008,534$192,473,00017.81%
Lenox Wealth Advisors, LLC 824,918$79,052,00012.30%
SEARCY FINANCIAL SERVICES INC /ADV 150,347$14,408,00010.34%
Tolleson Wealth Management, Inc. 196,391$18,820,0009.11%
FAS Wealth Partners, Inc. 519,103$49,746,0008.37%
Paragon Advisors, LLC 79,496$7,652,0008.26%
STRINGER ASSET MANAGEMENT, LLC 68,945$6,607,0007.18%
Hamilton Wealth, LLC 92,490$8,863,0005.99%
USAdvisors Wealth Management, LLC 237,562$10,853,0005.62%
Wealthsimple US, Ltd. 70,112$6,719,0005.34%
View complete list of ISHARES INC shareholders