ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 3 filers reported holding ISHARES INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $257,157 | -2.8% | 2,695 | 0.0% | 0.08% | -1.2% |
| Q2 2023 | $264,568 | -1.5% | 2,695 | 0.0% | 0.08% | +2.5% |
| Q1 2023 | $268,503 | -11.6% | 2,695 | -15.6% | 0.08% | -17.7% |
| Q4 2022 | $303,589 | +7.3% | 3,195 | 0.0% | 0.10% | -2.0% |
| Q3 2022 | $283,000 | -6.3% | 3,195 | 0.0% | 0.10% | -4.9% |
| Q2 2022 | $302,000 | -9.9% | 3,195 | 0.0% | 0.10% | -3.7% |
| Q1 2022 | $335,000 | -3.2% | 3,195 | 0.0% | 0.11% | -10.8% |
| Q4 2021 | $346,000 | +5.5% | 3,195 | 0.0% | 0.12% | -5.5% |
| Q3 2021 | $328,000 | -0.3% | 3,195 | 0.0% | 0.13% | -9.9% |
| Q2 2021 | $329,000 | +4.4% | 3,195 | 0.0% | 0.14% | +3.7% |
| Q1 2021 | $315,000 | +1.6% | 3,195 | 0.0% | 0.14% | -12.3% |
| Q4 2020 | $310,000 | +5.8% | 3,195 | +3.2% | 0.16% | -16.2% |
| Q3 2019 | $293,000 | +6.2% | 3,095 | +3.3% | 0.18% | +6.9% |
| Q2 2019 | $276,000 | +922.2% | 2,995 | +898.3% | 0.17% | +861.1% |
| Q1 2019 | $27,000 | +12.5% | 300 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $24,000 | -54.7% | 300 | -50.0% | 0.02% | -48.6% |
| Q3 2018 | $53,000 | +6.0% | 600 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $50,000 | 0.0% | 600 | 0.0% | 0.04% | +6.1% |
| Q1 2018 | $50,000 | -2.0% | 600 | 0.0% | 0.03% | +6.5% |
| Q4 2017 | $51,000 | +4.1% | 600 | 0.0% | 0.03% | -6.1% |
| Q3 2017 | $49,000 | +4.3% | 600 | 0.0% | 0.03% | +3.1% |
| Q2 2017 | $47,000 | +2.2% | 600 | 0.0% | 0.03% | -3.0% |
| Q1 2017 | $46,000 | +58.6% | 600 | +50.0% | 0.03% | +57.1% |
| Q4 2016 | $29,000 | – | 400 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 1,869,037 | $192,006,000 | 37.91% |
| ASPIRIANT, LLC | 2,693,846 | $276,720,000 | 16.25% |
| Lenox Wealth Advisors, LLC | 965,147 | $99,150,000 | 12.76% |
| SEARCY FINANCIAL SERVICES INC /ADV | 142,965 | $14,687,000 | 8.97% |
| AXS Investments LLC | 153,526 | $15,772,000 | 5.91% |
| Arcus Capital Partners, LLC | 153,526 | $15,772,000 | 5.91% |
| Legacy Capital Wealth Partners, LLC | 4,882,964 | $14,193,000 | 5.55% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 175,709 | $18,050,000 | 4.81% |
| Beta Wealth Group, Inc. | 61,334 | $6,300,000 | 4.54% |
| IRON Financial LLC | 89,348 | $9,179,000 | 4.40% |