Avidian Wealth Solutions, LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 267 filers reported holding ISHARES INC in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Avidian Wealth Solutions, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q2 2024$205,452
-42.0%
1,963
-41.6%
0.01%
-47.1%
Q1 2024$354,067
-25.6%
3,363
-29.1%
0.02%
-41.4%
Q4 2023$475,731
-58.3%
4,741
-60.4%
0.03%
-63.8%
Q3 2023$1,141,478
-6.1%
11,963
-3.5%
0.08%0.0%
Q2 2023$1,215,961
+3.8%
12,401
+2.4%
0.08%
+25.0%
Q1 2023$1,171,916
+247.6%
12,113
+241.4%
0.06%
+190.9%
Q4 2022$337,109
+6.3%
3,548
-0.9%
0.02%
-4.3%
Q3 2022$317,000
-4.2%
3,581
+2.3%
0.02%0.0%
Q2 2022$331,000
-47.7%
3,502
-42.0%
0.02%
-41.0%
Q1 2022$633,000
+27.6%
6,038
+31.7%
0.04%
+25.8%
Q4 2021$496,000
+110.2%
4,584
+86.2%
0.03%
-8.8%
Q4 2019$236,000
+1.3%
2,4620.0%0.03%
-10.5%
Q3 2019$233,0002,4620.04%
Other shareholders
ISHARES INC shareholders Q4 2019
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 1,699,259$164,675,00034.55%
ASPIRIANT, LLC 2,591,362$251,132,00017.14%
Lenox Wealth Advisors, LLC 904,458$87,651,00012.47%
IRON Financial LLC 166,655$16,151,0008.13%
SEARCY FINANCIAL SERVICES INC /ADV 135,883$13,168,0007.87%
PALLADIEM, LLC 81,278$7,877,0007.37%
Beta Wealth Group, Inc. 76,144$7,380,0006.34%
Wealthsimple US, Ltd. 111,577$10,813,0005.91%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 173,547$16,818,0005.76%
USAdvisors Wealth Management, LLC 121,509$11,747,0005.64%
View complete list of ISHARES INC shareholders