Sigma Planning Corp - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 289 filers reported holding ISHARES INC in Q1 2023. The put-call ratio across all filers is 0.63 and the average weighting 0.4%.

Quarter-by-quarter ownership
Sigma Planning Corp ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$3,582,542
-1.1%
37,544
+1.7%
0.13%
+3.1%
Q2 2023$3,620,583
-17.6%
36,924
-18.7%
0.13%
-11.0%
Q1 2023$4,395,779
-3.7%
45,434
-5.4%
0.15%
-10.4%
Q4 2022$4,565,844
+3.1%
48,051
-3.9%
0.16%
-3.6%
Q3 2022$4,430,000
-5.4%
50,018
+0.9%
0.17%
+3.7%
Q2 2022$4,684,000
-17.3%
49,565
-8.3%
0.16%
-4.1%
Q1 2022$5,665,000
-4.5%
54,045
-1.3%
0.17%
+3.0%
Q4 2021$5,930,000
+7.1%
54,760
+1.6%
0.16%
-0.6%
Q3 2021$5,536,000
+4.7%
53,885
+4.9%
0.17%
+5.1%
Q2 2021$5,285,000
+2.9%
51,379
-1.3%
0.16%
-3.7%
Q1 2021$5,138,000
-3.4%
52,077
-5.2%
0.16%
-9.4%
Q4 2020$5,321,000
-4.2%
54,907
-9.1%
0.18%
-17.7%
Q3 2020$5,554,000
+46.4%
60,431
+39.5%
0.22%
+32.5%
Q2 2020$3,793,000
+20.1%
43,311
+10.2%
0.17%
-11.2%
Q1 2020$3,158,000
-70.9%
39,311
-65.3%
0.19%
-59.2%
Q4 2019$10,845,000
+3.4%
113,171
+2.3%
0.46%
-8.9%
Q3 2019$10,487,000
+475.6%
110,680
+459.6%
0.50%
+435.1%
Q2 2019$1,822,000
+3.2%
19,780
+0.2%
0.09%
-6.0%
Q1 2019$1,766,000
+19.8%
19,739
+8.9%
0.10%
-6.5%
Q4 2018$1,474,000
-23.9%
18,134
-17.7%
0.11%
-6.1%
Q3 2018$1,936,000
-2.3%
22,027
-7.7%
0.11%
-14.3%
Q2 2018$1,982,000
+1.3%
23,862
+2.2%
0.13%
-7.0%
Q1 2018$1,956,000
-5.4%
23,341
-4.8%
0.14%
-10.1%
Q4 2017$2,067,000
+4.2%
24,509
+0.6%
0.16%
-3.0%
Q3 2017$1,983,000
+9.0%
24,365
+5.9%
0.16%
-4.1%
Q2 2017$1,820,000
+13.7%
23,013
+10.8%
0.17%
+10.3%
Q1 2017$1,601,000
+33.1%
20,762
+25.4%
0.16%
+18.3%
Q4 2016$1,203,000
-18.1%
16,563
-14.1%
0.13%
-24.7%
Q3 2016$1,469,000
+22.1%
19,282
+22.4%
0.17%
+10.8%
Q2 2016$1,203,000
+219.9%
15,752
+208.0%
0.16%
+207.8%
Q1 2016$376,000
-60.4%
5,114
-62.7%
0.05%
-61.7%
Q4 2015$950,00013,7130.13%
Other shareholders
ISHARES INC shareholders Q1 2023
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