Avidian Wealth Solutions, 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
Avidian Wealth Solutions, LLC ownership history of ISHARES INC
ValueSharesWeighting
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 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