ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 288 filers reported holding ISHARES INC in Q2 2023. The put-call ratio across all filers is 4.00 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $287,825 | +1.4% | 2,935 | +0.0% | 0.05% | -9.4% |
| Q1 2023 | $283,862 | +1.8% | 2,934 | 0.0% | 0.05% | -8.6% |
| Q4 2022 | $278,786 | -2.5% | 2,934 | -9.2% | 0.06% | +1.8% |
| Q3 2022 | $286,000 | -6.8% | 3,232 | -0.5% | 0.06% | -1.7% |
| Q2 2022 | $307,000 | -9.7% | 3,247 | +0.0% | 0.06% | +7.4% |
| Q1 2022 | $340,000 | -3.1% | 3,246 | 0.0% | 0.05% | +5.9% |
| Q4 2021 | $351,000 | +5.4% | 3,246 | +0.1% | 0.05% | -1.9% |
| Q3 2021 | $333,000 | -20.1% | 3,244 | -19.8% | 0.05% | -21.2% |
| Q2 2021 | $417,000 | +8.6% | 4,044 | +3.9% | 0.07% | -7.0% |
| Q1 2021 | $384,000 | +1.9% | 3,893 | 0.0% | 0.07% | -9.0% |
| Q4 2020 | $377,000 | +10.6% | 3,893 | +0.0% | 0.08% | -12.4% |
| Q2 2020 | $341,000 | 0.0% | 3,892 | -8.2% | 0.09% | -16.8% |
| Q1 2020 | $341,000 | -0.9% | 4,240 | +16.8% | 0.11% | -13.0% |
| Q4 2019 | $344,000 | 0.0% | 3,630 | 0.0% | 0.12% | 0.0% |
| Q3 2019 | $344,000 | +8.2% | 3,630 | +5.8% | 0.12% | +1.7% |
| Q2 2019 | $318,000 | +9.7% | 3,430 | +5.2% | 0.12% | +3.4% |
| Q1 2019 | $290,000 | +16.5% | 3,260 | +8.3% | 0.12% | -7.9% |
| Q4 2018 | $249,000 | +23.3% | 3,010 | +30.3% | 0.13% | +36.6% |
| Q3 2018 | $202,000 | +28.7% | 2,310 | +16.7% | 0.09% | +25.7% |
| Q2 2017 | $157,000 | – | 1,980 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 1,771,701 | $174,796,000 | 34.12% |
| ASPIRIANT, LLC | 2,581,179 | $254,637,000 | 16.27% |
| Lenox Wealth Advisors, LLC | 906,307 | $89,416,000 | 12.26% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 185,071 | $18,259,000 | 9.93% |
| SEARCY FINANCIAL SERVICES INC /ADV | 139,056 | $13,719,000 | 8.69% |
| PALLADIEM, LLC | 83,405 | $8,229,000 | 7.18% |
| Wealthsimple US, Ltd. | 104,920 | $10,351,000 | 6.13% |
| IRON Financial LLC | 97,185 | $9,588,000 | 5.06% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 72,550 | $7,394,000 | 4.64% |
| John W. Brooker & Co., CPAs | 70,908 | $6,996,000 | 4.35% |