Sugarloaf Wealth Management, 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 2022. The put-call ratio across all filers is 3.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$134,550
-2.7%
1,4100.0%0.03%
+6.2%
Q2 2023$138,265
-19.2%
1,410
-20.2%
0.03%
-23.8%
Q1 2023$171,039
+1.8%
1,767
-0.1%
0.04%0.0%
Q4 2022$167,981
-10.2%
1,768
-16.1%
0.04%
-12.5%
Q3 2022$187,000
+12.0%
2,107
+19.4%
0.05%
+14.3%
Q2 2022$167,000
-9.2%
1,764
+0.2%
0.04%
-4.5%
Q1 2022$184,000
-3.7%
1,7600.0%0.04%
-2.2%
Q4 2021$191,000
+6.1%
1,760
+0.2%
0.04%
-4.3%
Q3 2021$180,000
-0.6%
1,7570.0%0.05%
-4.1%
Q2 2021$181,000
-14.2%
1,757
+30.4%
0.05%
-22.2%
Q1 2021$211,000
-15.9%
1,347
-48.1%
0.06%
-25.0%
Q4 2020$251,000
-7.4%
2,595
-12.0%
0.08%
-15.2%
Q3 2020$271,000
-3.9%
2,949
-8.4%
0.10%
-8.3%
Q2 2020$282,000
-31.9%
3,218
-37.6%
0.11%
-41.6%
Q1 2020$414,000
-49.0%
5,154
-39.2%
0.18%
-46.4%
Q4 2019$812,0008,4770.34%
Other shareholders
ISHARES INC shareholders Q4 2022
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 1,771,701$174,796,00034.12%
ASPIRIANT, LLC 2,581,179$254,637,00016.27%
Lenox Wealth Advisors, LLC 906,307$89,416,00012.26%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 185,071$18,259,0009.93%
SEARCY FINANCIAL SERVICES INC /ADV 139,056$13,719,0008.69%
PALLADIEM, LLC 83,405$8,229,0007.18%
Wealthsimple US, Ltd. 104,920$10,351,0006.13%
IRON Financial LLC 97,185$9,588,0005.06%
HARVEST GROUP WEALTH MANAGEMENT, LLC 72,550$7,394,0004.64%
John W. Brooker & Co., CPAs 70,908$6,996,0004.35%
View complete list of ISHARES INC shareholders