Beta Wealth Group, Inc. - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 290 filers reported holding ISHARES INC in Q3 2022. The put-call ratio across all filers is 1.67 and the average weighting 0.6%.

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 2022
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