Creative Planning - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 295 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
Creative Planning ownership history of ISHARES INC
ValueSharesWeighting
Q2 2024$813,435
+4.7%
7,774
+5.4%
0.00%0.0%
Q1 2024$776,594
-0.0%
7,377
-4.7%
0.00%0.0%
Q4 2023$776,894
-11.6%
7,742
-16.0%
0.00%0.0%
Q3 2023$879,127
-10.1%
9,213
-7.7%
0.00%0.0%
Q2 2023$978,320
+2.0%
9,977
+0.6%
0.00%0.0%
Q1 2023$959,161
+4.0%
9,914
+2.2%
0.00%0.0%
Q4 2022$921,866
-68.1%
9,702
-70.3%
0.00%
-80.0%
Q3 2022$2,888,000
-22.1%
32,614
-16.9%
0.01%
-16.7%
Q2 2022$3,707,000
-14.7%
39,233
-5.3%
0.01%
-14.3%
Q1 2022$4,345,000
-5.9%
41,449
-2.8%
0.01%0.0%
Q4 2021$4,616,000
-7.9%
42,632
-12.6%
0.01%
-22.2%
Q3 2021$5,010,000
-27.0%
48,770
-26.9%
0.01%
-25.0%
Q2 2021$6,863,000
-1.0%
66,722
-5.0%
0.01%
-14.3%
Q1 2021$6,930,000
+2555.2%
70,237
+2504.3%
0.01%
+1300.0%
Q4 2020$261,000
+29.2%
2,697
+22.4%
0.00%0.0%
Q3 2020$202,000
-61.3%
2,203
-66.6%
0.00%
-66.7%
Q2 2017$522,000
+397.1%
6,604
+383.8%
0.00%
+200.0%
Q1 2017$105,000
+6.1%
1,3650.0%0.00%0.0%
Q4 2016$99,000
-4.8%
1,3650.0%0.00%0.0%
Q3 2016$104,000
+5.1%
1,365
+5.0%
0.00%0.0%
Q2 2016$99,000
+3.1%
1,3000.0%0.00%0.0%
Q1 2016$96,000
-6.8%
1,300
-12.8%
0.00%0.0%
Q4 2015$103,000
+18.4%
1,491
+14.7%
0.00%0.0%
Q3 2015$87,000
-6.5%
1,3000.0%0.00%0.0%
Q1 2015$93,000
+4.5%
1,3000.0%0.00%0.0%
Q4 2014$89,000
+2.3%
1,3000.0%0.00%0.0%
Q3 2014$87,0000.0%1,3000.0%0.00%0.0%
Q2 2014$87,000
+3.6%
1,3000.0%0.00%0.0%
Q1 2014$84,000
+1.2%
1,3000.0%0.00%0.0%
Q4 2013$83,000
+3.8%
1,3000.0%0.00%
-50.0%
Q3 2013$80,000
-19.2%
1,300
-21.7%
0.00%0.0%
Q2 2013$99,0001,6600.00%
Other shareholders
ISHARES INC shareholders Q1 2023
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