HARVEST GROUP WEALTH MANAGEMENT, LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 279 filers reported holding ISHARES INC in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
HARVEST GROUP WEALTH MANAGEMENT, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q1 2023$258,663
-18.2%
2,674
-19.6%
0.16%
-22.2%
Q4 2022$316,027
-1.5%
3,326
-7.0%
0.21%
-3.3%
Q3 2022$321,000
-38.4%
3,575
-33.2%
0.21%
-33.3%
Q2 2022$521,000
-40.4%
5,352
-35.8%
0.32%
-35.4%
Q1 2022$874,000
-88.6%
8,338
-88.2%
0.50%
-88.5%
Q4 2021$7,680,000
+9.2%
70,925
+3.6%
4.31%
+4.3%
Q3 2021$7,031,000
+1.0%
68,443
+1.1%
4.13%
-0.3%
Q2 2021$6,963,000
-5.8%
67,696
-6.7%
4.15%
-10.6%
Q1 2021$7,394,000
-10.5%
72,550
-14.9%
4.64%
-5.9%
Q4 2020$8,260,000
+79.1%
85,233
+69.8%
4.93%
+54.1%
Q3 2020$4,613,000
+130.1%
50,190
+119.2%
3.20%
+90.8%
Q2 2020$2,005,000
+88.1%
22,900
+72.5%
1.68%
+56.1%
Q1 2020$1,066,000
+256.5%
13,274
+324.6%
1.07%
+311.5%
Q4 2019$299,0003,1260.26%
Other shareholders
ISHARES INC shareholders Q1 2021
NameSharesValueWeighting ↓
ASPIRIANT, LLC 2,008,534$192,473,00017.81%
Lenox Wealth Advisors, LLC 824,918$79,052,00012.30%
SEARCY FINANCIAL SERVICES INC /ADV 150,347$14,408,00010.34%
Tolleson Wealth Management, Inc. 196,391$18,820,0009.11%
FAS Wealth Partners, Inc. 519,103$49,746,0008.37%
Paragon Advisors, LLC 79,496$7,652,0008.26%
STRINGER ASSET MANAGEMENT, LLC 68,945$6,607,0007.18%
Hamilton Wealth, LLC 92,490$8,863,0005.99%
USAdvisors Wealth Management, LLC 237,562$10,853,0005.62%
Wealthsimple US, Ltd. 70,112$6,719,0005.34%
View complete list of ISHARES INC shareholders