J.P. Morgan Private Wealth Advisors LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 304 filers reported holding ISHARES INC in Q1 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$7,641,791
-3.1%
80,086
-0.4%
0.02%
-46.3%
Q2 2023$7,883,214
-11.8%
80,396
-13.0%
0.04%
+115.8%
Q1 2023$8,939,120
+5.7%
92,394
+3.8%
0.02%0.0%
Q4 2022$8,456,495
+56.3%
88,997
+45.7%
0.02%
+35.7%
Q3 2022$5,409,000
+36.3%
61,072
+45.5%
0.01%
+40.0%
Q2 2022$3,968,000
-11.2%
41,987
-1.5%
0.01%0.0%
Q1 2022$4,468,000
+8.0%
42,626
+11.5%
0.01%
+11.1%
Q4 2021$4,138,000
+6.9%
38,220
+1.4%
0.01%0.0%
Q3 2021$3,872,000
-8.1%
37,693
-8.0%
0.01%
-18.2%
Q2 2021$4,213,000
+52.5%
40,958
+46.2%
0.01%
+22.2%
Q1 2021$2,763,000
-45.6%
28,006
-46.6%
0.01%
-43.8%
Q4 2020$5,078,000
+35.0%
52,400
+28.0%
0.02%
+6.7%
Q3 2020$3,762,000
+4.2%
40,931
-0.7%
0.02%
-6.2%
Q2 2020$3,611,000
+2.3%
41,231
-6.1%
0.02%
-20.0%
Q1 2020$3,529,000
-29.0%
43,927
-15.3%
0.02%
-13.0%
Q4 2019$4,972,000
+2.1%
51,887
+1.0%
0.02%
-8.0%
Q3 2019$4,869,000
+7.6%
51,387
+4.6%
0.02%0.0%
Q2 2019$4,527,000
-4.7%
49,137
-7.4%
0.02%0.0%
Q1 2019$4,751,000
+0.8%
53,090
-8.5%
0.02%
-13.8%
Q4 2018$4,715,000
-44.3%
58,021
-39.8%
0.03%
-29.3%
Q3 2018$8,468,000
-4.2%
96,371
-9.5%
0.04%
-18.0%
Q2 2018$8,841,000
-6.2%
106,454
-5.3%
0.05%
-21.9%
Q1 2018$9,426,000
-0.2%
112,461
+0.4%
0.06%
+3.2%
Q4 2017$9,443,000
+3.9%
111,993
+0.3%
0.06%
-4.6%
Q3 2017$9,089,000
+20.5%
111,684
+17.1%
0.06%
+14.0%
Q2 2017$7,543,000
-2.4%
95,359
-4.8%
0.06%
-5.0%
Q1 2017$7,728,000
+13.2%
100,200
+6.6%
0.06%
+1.7%
Q4 2016$6,826,000
-5.8%
94,013
-1.1%
0.06%
-11.9%
Q3 2016$7,245,000
+81.0%
95,095
+81.5%
0.07%
+71.8%
Q2 2016$4,002,00052,4000.04%
Other shareholders
ISHARES INC shareholders Q1 2022
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