Kalos Management, Inc. - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 258 filers reported holding ISHARES INC in Q3 2020. The put-call ratio across all filers is 0.03 and the average weighting 0.8%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of ISHARES INC
ValueSharesWeighting
Q1 2023$65,500
-86.2%
677
-86.4%
0.13%
-79.5%
Q2 2022$475,000
-3.8%
4,966
-1.1%
0.64%
+88.8%
Q1 2022$494,000
+9.5%
5,023
+18.3%
0.34%
+177.0%
Q4 2021$451,000
+6.9%
4,247
+7.0%
0.12%
+2.5%
Q3 2021$422,000
+18.9%
3,970
+17.3%
0.12%
-17.4%
Q2 2021$355,000
+9.6%
3,385
+6.8%
0.14%
+42.6%
Q1 2021$324,000
+17.4%
3,169
+11.2%
0.10%
-14.4%
Q4 2020$276,000
+11.7%
2,851
+10.5%
0.12%
+7.3%
Q3 2020$247,000
-20.3%
2,580
-17.5%
0.11%
-2.7%
Q4 2019$310,0003,1290.11%
Other shareholders
ISHARES INC shareholders Q3 2020
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 1,825,400$187,761,00033.73%
ASPIRIANT, LLC 2,698,956$277,606,00015.70%
Lenox Wealth Advisors, LLC 947,581$97,468,00012.48%
SEARCY FINANCIAL SERVICES INC /ADV 140,724$14,475,0008.77%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 183,096$18,833,0005.11%
Arcus Capital Partners, LLC 96,405$9,916,0004.63%
IRON Financial LLC 93,543$9,622,0004.50%
Beta Wealth Group, Inc. 58,582$6,025,0004.20%
HARVEST GROUP WEALTH MANAGEMENT, LLC 67,696$6,963,0004.15%
STRINGER ASSET MANAGEMENT, LLC 38,907$4,002,0003.97%
View complete list of ISHARES INC shareholders