Dynamic Advisor Solutions LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 304 filers reported holding ISHARES INC in Q1 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$1,493,357
+4.9%
15,650
+7.8%
0.07%
-4.1%
Q2 2023$1,423,811
+45.3%
14,521
+43.4%
0.07%
+29.8%
Q1 2023$979,775
+31.0%
10,127
+28.7%
0.06%
+11.8%
Q4 2022$747,759
+25.0%
7,869
+16.6%
0.05%
+10.9%
Q3 2022$598,000
-4.9%
6,748
+1.3%
0.05%
-4.2%
Q2 2022$629,000
-8.3%
6,661
+1.8%
0.05%0.0%
Q1 2022$686,000
-2.6%
6,546
+0.6%
0.05%
-4.0%
Q4 2021$704,000
-42.4%
6,506
-45.3%
0.05%
-45.7%
Q3 2021$1,222,000
-7.7%
11,891
-7.6%
0.09%
-12.4%
Q2 2021$1,324,000
-3.6%
12,876
-7.5%
0.10%
-17.3%
Q1 2021$1,373,000
-27.8%
13,918
-29.0%
0.13%
-28.7%
Q4 2020$1,901,000
-33.6%
19,615
-37.0%
0.18%
-45.2%
Q3 2020$2,861,000
+0.6%
31,125
-4.2%
0.32%
-15.4%
Q2 2020$2,845,000
+12.9%
32,482
+3.5%
0.38%
-16.5%
Q1 2020$2,520,000
+4.7%
31,372
+24.9%
0.46%
+40.2%
Q4 2019$2,408,000
+6.1%
25,127
+4.9%
0.33%
-6.8%
Q3 2019$2,270,000
+17.7%
23,956
+14.4%
0.35%
+13.5%
Q2 2019$1,929,00020,9370.31%
Other shareholders
ISHARES INC shareholders Q1 2022
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