WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 287 filers reported holding ISHARES INC in Q3 2023. The put-call ratio across all filers is 27.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$8,249,088
+35.6%
86,450
+39.4%
0.03%
-59.1%
Q2 2023$6,082,036
+177.2%
62,027
+173.5%
0.07%
+153.8%
Q1 2023$2,193,836
-61.6%
22,675
-61.7%
0.03%
-64.4%
Q4 2022$5,708,348
-41.1%
59,191
-45.8%
0.07%
-47.5%
Q3 2022$9,696,000
-11.2%
109,172
-4.3%
0.14%
-8.6%
Q2 2022$10,918,000
-11.9%
114,099
-2.2%
0.15%
-9.0%
Q1 2022$12,396,000
-0.3%
116,722
-2.9%
0.17%
-6.2%
Q4 2021$12,433,000
-1.1%
120,258
+1.4%
0.18%
-3.8%
Q3 2021$12,566,000
-0.6%
118,577
-2.0%
0.18%
-9.3%
Q2 2021$12,642,000
+5.7%
121,015
+1.1%
0.20%
-6.0%
Q1 2021$11,957,000
+523.1%
119,742
+506.4%
0.22%
+404.7%
Q4 2020$1,919,000
+1.5%
19,748
-1.1%
0.04%
-14.0%
Q3 2020$1,891,000
+3.1%
19,969
-0.5%
0.05%
-5.7%
Q2 2020$1,835,000
+18.6%
20,079
+13.2%
0.05%
-3.6%
Q1 2020$1,547,000
-50.5%
17,745
-45.6%
0.06%
-50.0%
Q4 2019$3,128,000
+4.8%
32,643
+3.6%
0.11%
-8.3%
Q3 2019$2,984,000
-1.8%
31,512
-3.3%
0.12%
-10.4%
Q2 2019$3,040,000
+1.9%
32,571
-2.4%
0.13%
-20.7%
Q1 2019$2,982,000
-63.1%
33,385
-65.2%
0.17%
-66.9%
Q4 2018$8,075,000
-2.7%
96,022
-3.7%
0.51%
+2.0%
Q3 2018$8,298,000
-5.6%
99,703
-4.3%
0.50%
-7.7%
Q2 2018$8,788,000
-0.3%
104,187
-0.7%
0.54%
-8.4%
Q1 2018$8,813,000
-3.4%
104,954
-1.6%
0.59%
-8.5%
Q4 2017$9,127,000
+2.0%
106,613
-2.6%
0.65%
-12.7%
Q3 2017$8,944,000
+2.9%
109,406
-1.2%
0.74%
-7.8%
Q2 2017$8,691,000
+1.9%
110,700
+0.1%
0.80%
-11.3%
Q1 2017$8,529,000
+8.1%
110,581
+1.7%
0.91%
-5.4%
Q4 2016$7,892,000
-2.1%
108,695
+1.0%
0.96%
-20.2%
Q3 2016$8,062,000
-2.2%
107,582
-0.3%
1.20%
-19.5%
Q2 2016$8,241,000
+3.3%
107,915
-0.6%
1.49%
-7.8%
Q1 2016$7,976,000
+1.6%
108,528
-4.2%
1.62%
-18.7%
Q4 2015$7,851,000
+3.3%
113,334
-0.1%
1.99%
-14.0%
Q3 2015$7,597,000
-1.7%
113,454
+2.3%
2.31%
-2.9%
Q2 2015$7,727,000
-2.8%
110,875
+0.0%
2.38%
-21.9%
Q1 2015$7,946,000
+1.0%
110,841
-3.0%
3.05%
-1.4%
Q4 2014$7,864,000114,2313.10%
Other shareholders
ISHARES INC shareholders Q3 2023
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