WP Advisors, LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 314 filers reported holding ISHARES INC in Q4 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.

Quarter-by-quarter ownership
WP Advisors, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$259,861
-2.7%
2,7230.0%0.11%0.0%
Q2 2023$267,037
+2.2%
2,723
+0.9%
0.11%
-0.9%
Q1 2023$261,168
+1.8%
2,6990.0%0.11%
-6.1%
Q4 2022$256,498
+8.7%
2,699
+1.2%
0.12%
+7.5%
Q3 2022$236,000
-6.3%
2,6660.0%0.11%
-2.7%
Q2 2022$252,000
-9.0%
2,666
+1.0%
0.11%
-3.5%
Q1 2022$277,000
-3.1%
2,6400.0%0.11%
-4.2%
Q4 2021$286,000
+6.7%
2,640
+1.1%
0.12%
+8.2%
Q3 2021$268,000
-0.4%
2,6120.0%0.11%
-1.8%
Q2 2021$269,000
+5.5%
2,612
+0.9%
0.11%
+1.8%
Q1 2021$255,000
+1.6%
2,5880.0%0.11%
-9.1%
Q4 2020$251,000
+6.4%
2,588
+0.8%
0.12%
-14.8%
Q3 2020$236,000
+4.9%
2,5670.0%0.14%
-10.1%
Q2 2020$225,000
+10.3%
2,567
+1.1%
0.16%
-20.2%
Q1 2020$204,000
-16.0%
2,5400.0%0.20%
-21.1%
Q4 2019$243,000
+2.5%
2,540
+1.5%
0.25%
-7.7%
Q3 2019$237,000
+2.6%
2,5030.0%0.27%
+5.4%
Q2 2019$231,000
-89.6%
2,503
+1.1%
0.26%
+7.1%
Q1 2019$2,215,000
+1002.0%
2,4760.0%0.24%
+21.7%
Q4 2018$201,000
-6.5%
2,476
+1.3%
0.20%
-1.0%
Q3 2018$215,0002,4450.20%
Other shareholders
ISHARES INC shareholders Q4 2021
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