Pensionmark Financial Group, 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
Pensionmark Financial Group, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q2 2022$216,000
+0.5%
2,213
+8.1%
0.04%0.0%
Q1 2022$215,000
+1.9%
2,047
+0.1%
0.04%
+2.3%
Q4 2021$211,000
-21.0%
2,045
-21.3%
0.04%
-26.7%
Q3 2021$267,000
-27.4%
2,600
-27.3%
0.06%
-28.6%
Q2 2021$368,000
-17.7%
3,576
-18.5%
0.08%
-22.2%
Q1 2021$447,000
-59.3%
4,389
-60.9%
0.11%
-61.2%
Q4 2020$1,097,000
-56.6%
11,213
-59.2%
0.28%
-67.9%
Q3 2020$2,527,000
-0.6%
27,497
-0.1%
0.86%
-2.7%
Q2 2020$2,543,000
+119.8%
27,518
+91.1%
0.89%
+65.5%
Q1 2020$1,157,000
+134.2%
14,400
+179.3%
0.54%
+178.2%
Q4 2019$494,000
-64.1%
5,156
-64.5%
0.19%
-67.2%
Q3 2019$1,375,000
+3.9%
14,511
-0.4%
0.59%
+0.9%
Q2 2019$1,323,00014,5760.58%
Other shareholders
ISHARES INC shareholders Q3 2022
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