Asset Dedication, LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 287 filers reported holding ISHARES INC in Q3 2023. The put-call ratio across all filers is 27.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$348
-3.3%
3,647
-0.7%
0.03%
-3.2%
Q2 2023$360
+1.1%
3,672
-0.3%
0.03%
-6.1%
Q1 2023$356
+1.7%
3,6820.0%0.03%
-8.3%
Q4 2022$350
-99.9%
3,6820.0%0.04%0.0%
Q3 2022$326,000
-15.5%
3,6820.0%0.04%
-16.3%
Q1 2022$386,000
-3.3%
3,6820.0%0.04%
-10.4%
Q4 2021$399,000
+5.6%
3,6820.0%0.05%
-4.0%
Q3 2021$378,000
-0.3%
3,6820.0%0.05%
-10.7%
Q2 2021$379,000
+4.7%
3,682
+0.3%
0.06%
-31.7%
Q1 2021$362,000
+1.7%
3,6720.0%0.08%
+15.5%
Q4 2020$356,0003,6720.07%
Other shareholders
ISHARES INC shareholders Q3 2023
NameSharesValueWeighting ↓
ASPIRIANT, LLC 2,764,393$263,780,07113.50%
SEARCY FINANCIAL SERVICES INC /ADV 197,735$18,867,88111.40%
KilterHowling LLC 81,440$7,771,0346.84%
Bryant Woods Investment Advisors, LLC 67,583$6,448,5284.69%
WFA Asset Management Corp 75,018$7,158,2184.28%
IRON Financial LLC 73,059$6,971,2684.05%
Syntegra Private Wealth Group, LLC 236,215$22,539,6343.54%
Legacy Capital Wealth Partners, LLC 127,320$12,148,8073.33%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 150,508$14,361,4753.25%
Ackerman Capital Advisors, LLC 121,758$11,618,1283.24%
View complete list of ISHARES INC shareholders