Beta Wealth Group, Inc. - 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
Beta Wealth Group, Inc. ownership history of ISHARES INC
ValueSharesWeighting
Q4 2022$6,047,961
+12.9%
63,649
+5.2%
4.06%
+5.2%
Q3 2022$5,357,000
-9.2%
60,487
-3.1%
3.86%
-2.4%
Q2 2022$5,901,000
-10.2%
62,443
-0.4%
3.96%
-10.1%
Q1 2022$6,572,000
+4.3%
62,697
+2.2%
4.40%
-3.2%
Q4 2021$6,300,0000.0%61,3340.0%4.54%0.0%
Q3 2021$6,300,000
+4.6%
61,334
+4.7%
4.54%
+8.3%
Q2 2021$6,025,000
+12.2%
58,582
+7.7%
4.20%
+7.5%
Q1 2021$5,369,000
-27.2%
54,418
-28.5%
3.90%
-38.4%
Q4 2020$7,380,00076,1446.34%
Other shareholders
ISHARES INC shareholders Q3 2023
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