Joel Isaacson & Co., LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 289 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
Joel Isaacson & Co., LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$219,619
-2.7%
2,3020.0%0.02%0.0%
Q2 2023$225,684
+2.2%
2,302
+0.9%
0.02%
-6.2%
Q1 2023$220,724
+1.8%
2,2810.0%0.02%
-5.9%
Q4 2022$216,7772,2810.02%
Other shareholders
ISHARES INC shareholders Q1 2023
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 1,825,400$187,761,00033.73%
ASPIRIANT, LLC 2,698,956$277,606,00015.70%
Lenox Wealth Advisors, LLC 947,581$97,468,00012.48%
SEARCY FINANCIAL SERVICES INC /ADV 140,724$14,475,0008.77%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 183,096$18,833,0005.11%
Arcus Capital Partners, LLC 96,405$9,916,0004.63%
IRON Financial LLC 93,543$9,622,0004.50%
Beta Wealth Group, Inc. 58,582$6,025,0004.20%
HARVEST GROUP WEALTH MANAGEMENT, LLC 67,696$6,963,0004.15%
STRINGER ASSET MANAGEMENT, LLC 38,907$4,002,0003.97%
View complete list of ISHARES INC shareholders