LVW Advisors, LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 285 filers reported holding ISHARES INC in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
LVW Advisors, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q1 2024$256,212
+14.2%
2,434
+8.9%
0.04%
+2.4%
Q4 2023$224,383
-25.2%
2,236
-28.9%
0.04%
-32.3%
Q3 2023$299,920
-33.3%
3,143
-31.4%
0.06%
-27.9%
Q2 2023$449,499
-2.3%
4,584
-3.6%
0.09%
-4.4%
Q1 2023$460,250
-86.0%
4,757
-86.3%
0.09%
-86.6%
Q4 2022$3,298,344
-19.4%
34,712
-24.9%
0.67%
-26.7%
Q3 2022$4,093,000
-25.6%
46,221
-20.6%
0.92%
-18.2%
Q2 2022$5,504,000
-2.8%
58,249
+7.8%
1.12%
+16.8%
Q1 2022$5,664,000
-0.9%
54,039
+2.4%
0.96%
-1.5%
Q4 2021$5,713,000
+31.0%
52,761
+24.2%
0.97%
+29.6%
Q3 2021$4,362,000
-30.6%
42,465
-30.5%
0.75%
-32.7%
Q2 2021$6,288,000
+7.6%
61,128
+3.2%
1.12%
-0.6%
Q1 2021$5,845,000
-13.5%
59,243
-15.0%
1.12%
-17.2%
Q4 2020$6,758,000
-19.2%
69,738
-23.4%
1.36%
-26.4%
Q3 2020$8,364,000
-9.0%
91,004
-13.3%
1.84%
-16.9%
Q2 2020$9,190,000
+38.8%
104,936
+27.4%
2.22%
+25.9%
Q1 2020$6,619,000
+4.3%
82,389
+24.5%
1.76%
+22.7%
Q4 2019$6,344,000
+3.7%
66,196
+2.5%
1.44%
-5.3%
Q3 2019$6,119,000
+35.5%
64,578
+31.8%
1.52%
+21.5%
Q2 2019$4,515,000
+27.8%
49,008
+24.1%
1.25%
+32.6%
Q1 2019$3,533,000
+38.2%
39,486
+25.5%
0.94%
+9.0%
Q4 2018$2,557,000
+231.6%
31,468
+258.5%
0.86%
+299.5%
Q3 2018$771,000
+24.0%
8,777
+17.2%
0.22%
+9.6%
Q2 2018$622,000
+20.5%
7,490
+21.6%
0.20%
+23.1%
Q1 2018$516,0006,1600.16%
Other shareholders
ISHARES INC shareholders Q2 2021
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