Klingman & Associates, LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 302 filers reported holding ISHARES INC in Q4 2023. The put-call ratio across all filers is 0.98 and the average weighting 0.3%.

Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q2 2024$233,437
-14.6%
2,231
-14.1%
0.02%
-15.8%
Q1 2024$273,372
+22.1%
2,597
+16.4%
0.02%
+18.8%
Q4 2023$223,867
+5.2%
2,2310.0%0.02%
-5.9%
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 Q4 2023
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 1,699,259$164,675,00034.55%
ASPIRIANT, LLC 2,591,362$251,132,00017.14%
Lenox Wealth Advisors, LLC 904,458$87,651,00012.47%
IRON Financial LLC 166,655$16,151,0008.13%
SEARCY FINANCIAL SERVICES INC /ADV 135,883$13,168,0007.87%
PALLADIEM, LLC 81,278$7,877,0007.37%
Beta Wealth Group, Inc. 76,144$7,380,0006.34%
Wealthsimple US, Ltd. 111,577$10,813,0005.91%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 173,547$16,818,0005.76%
USAdvisors Wealth Management, LLC 121,509$11,747,0005.64%
View complete list of ISHARES INC shareholders