BerganKDV Wealth Management, 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
BerganKDV Wealth Management, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q2 2020$56,000
-50.0%
642
-54.1%
0.01%
-56.5%
Q1 2020$112,000
-16.4%
1,3990.0%0.02%
-4.2%
Q4 2019$134,000
+0.8%
1,3990.0%0.02%
-7.7%
Q3 2019$133,000
+3.1%
1,3990.0%0.03%0.0%
Q2 2019$129,0001,3990.03%
Other shareholders
ISHARES INC shareholders Q3 2023
NameSharesValueWeighting ↓
ASPIRIANT, LLC 2,008,534$192,473,00017.81%
Lenox Wealth Advisors, LLC 824,918$79,052,00012.30%
SEARCY FINANCIAL SERVICES INC /ADV 150,347$14,408,00010.34%
Tolleson Wealth Management, Inc. 196,391$18,820,0009.11%
FAS Wealth Partners, Inc. 519,103$49,746,0008.37%
Paragon Advisors, LLC 79,496$7,652,0008.26%
STRINGER ASSET MANAGEMENT, LLC 68,945$6,607,0007.18%
Hamilton Wealth, LLC 92,490$8,863,0005.99%
USAdvisors Wealth Management, LLC 237,562$10,853,0005.62%
Wealthsimple US, Ltd. 70,112$6,719,0005.34%
View complete list of ISHARES INC shareholders