Beta Wealth Group, Inc. - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 300 filers reported holding ISHARES INC in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.

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 Q4 2020
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 1,771,701$174,796,00034.12%
ASPIRIANT, LLC 2,581,179$254,637,00016.27%
Lenox Wealth Advisors, LLC 906,307$89,416,00012.26%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 185,071$18,259,0009.93%
SEARCY FINANCIAL SERVICES INC /ADV 139,056$13,719,0008.69%
PALLADIEM, LLC 83,405$8,229,0007.18%
Wealthsimple US, Ltd. 104,920$10,351,0006.13%
IRON Financial LLC 97,185$9,588,0005.06%
HARVEST GROUP WEALTH MANAGEMENT, LLC 72,550$7,394,0004.64%
John W. Brooker & Co., CPAs 70,908$6,996,0004.35%
View complete list of ISHARES INC shareholders