Summit Financial Wealth Advisors, LLC - 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
Summit Financial Wealth Advisors, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$371,063
-1.7%
3,8500.0%0.09%
+4.6%
Q2 2023$377,512
+1.3%
3,8500.0%0.09%
-1.1%
Q1 2023$372,488
-2.3%
3,850
-4.0%
0.09%
-4.3%
Q4 2022$381,220
+3.9%
4,0120.0%0.09%
-12.4%
Q3 2022$367,000
-4.4%
4,0120.0%0.10%
+14.1%
Q2 2022$384,000
-29.8%
4,012
-23.2%
0.09%
-17.1%
Q1 2022$547,000
-96.4%
5,223
-96.3%
0.11%
-96.2%
Q4 2021$15,073,000
+4.8%
140,094
+0.1%
2.92%
-10.5%
Q3 2021$14,376,000
+0.9%
139,936
+1.0%
3.26%
+1.3%
Q2 2021$14,249,000
+8.6%
138,524
+2.3%
3.22%
-3.7%
Q1 2021$13,120,000
+2.5%
135,378
-2.8%
3.34%
-4.3%
Q4 2020$12,797,000
+3.1%
139,239
+1.6%
3.49%
+5.3%
Q3 2020$12,415,000
+0.8%
137,017
-1.0%
3.31%
+0.8%
Q2 2020$12,317,000
+334.2%
138,444
+302.1%
3.28%
+267.9%
Q1 2020$2,837,000
-27.6%
34,428
-14.3%
0.89%
-6.1%
Q4 2019$3,916,000
+4.5%
40,163
+1.5%
0.95%
+3.5%
Q3 2019$3,747,000
+4.6%
39,569
+1.7%
0.92%
+4.8%
Q2 2019$3,583,00038,8910.88%
Other shareholders
ISHARES INC shareholders Q3 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