Patriot Financial Group Insurance Agency, 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
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$987,311
+37.7%
10,347
+41.5%
0.20%
+51.1%
Q2 2023$716,978
+111.4%
7,312
+108.6%
0.14%
+95.7%
Q1 2023$339,206
-67.2%
3,506
-68.0%
0.07%
-67.1%
Q2 2022$1,034,000
+21.2%
10,945
+34.4%
0.21%
+38.2%
Q1 2022$853,000
-2.3%
8,141
+0.9%
0.15%
+4.8%
Q4 2021$873,000
+17.5%
8,067
+11.5%
0.14%
+9.8%
Q3 2021$743,000
+18.1%
7,232
+18.3%
0.13%
+14.8%
Q2 2021$629,000
+15.4%
6,113
+10.6%
0.12%
-8.0%
Q1 2021$545,000
+24.7%
5,529
+22.7%
0.12%
+13.6%
Q4 2020$437,000
+46.2%
4,506
+38.6%
0.11%
+13.4%
Q3 2020$299,000
+13.3%
3,250
+7.9%
0.10%
-4.0%
Q2 2020$264,000
+25.1%
3,013
+14.9%
0.10%
+5.2%
Q1 2020$211,000
+1218.8%
2,622
+1498.8%
0.10%
+1500.0%
Q4 2019$16,0000.0%164
-1.8%
0.01%
-14.3%
Q3 2019$16,0000.0%1670.0%0.01%0.0%
Q2 2019$16,000
+6.7%
167
-3.5%
0.01%
-12.5%
Q1 2019$15,000
+150.0%
173
+130.7%
0.01%
+33.3%
Q2 2017$6,0000.0%750.0%0.01%0.0%
Q1 2017$6,0000.0%750.0%0.01%
-25.0%
Q4 2016$6,000750.01%
Other shareholders
ISHARES INC shareholders Q3 2023
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