Klingman & Associates, 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
Klingman & Associates, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$212,869
-2.7%
2,2310.0%0.02%
-5.6%
Q2 2023$218,747
+1.3%
2,2310.0%0.02%
-5.3%
Q1 2023$215,836
-3.1%
2,231
-4.9%
0.02%
-5.0%
Q4 2022$222,808
+5.6%
2,345
+5.1%
0.02%
-4.8%
Q2 2022$211,000
-9.8%
2,2310.0%0.02%
+5.0%
Q1 2022$234,000
-3.3%
2,2310.0%0.02%
-4.8%
Q4 2021$242,000
+5.7%
2,2310.0%0.02%0.0%
Q3 2021$229,0000.0%2,2310.0%0.02%
-4.5%
Q2 2021$229,000
-50.8%
2,231
-52.6%
0.02%
-54.2%
Q1 2021$465,0004,7080.05%
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