Steward Partners Investment Advisory, 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
Steward Partners Investment Advisory, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$246,374
-50.9%
2,582
-49.5%
0.00%
-50.0%
Q2 2023$501,355
-9.5%
5,113
-10.7%
0.01%
-11.1%
Q1 2023$553,700
-9.4%
5,723
-11.0%
0.01%
-10.0%
Q4 2022$611,264
+2.2%
6,433
-4.7%
0.01%
-9.1%
Q3 2022$598,000
-25.4%
6,749
-20.5%
0.01%
-26.7%
Q2 2022$802,000
-13.6%
8,486
-4.1%
0.02%
+7.1%
Q1 2022$928,000
-4.1%
8,851
-1.0%
0.01%
-6.7%
Q4 2021$968,000
+4.3%
8,937
-1.1%
0.02%
-6.2%
Q3 2021$928,000
-1.3%
9,032
-1.1%
0.02%0.0%
Q2 2021$940,000
-99.9%
9,136
-51.1%
0.02%0.0%
Q1 2021$1,843,628,000
+164509.6%
18,686
+61.7%
0.02%
-33.3%
Q4 2020$1,120,000
-1.5%
11,555
-6.6%
0.02%
-17.2%
Q3 2020$1,137,000
-44.6%
12,366
-47.3%
0.03%
-50.8%
Q2 2020$2,054,000
+11.4%
23,456
+2.2%
0.06%
-13.2%
Q1 2020$1,844,000
+726.9%
22,962
+883.0%
0.07%
+871.4%
Q4 2019$223,000
+65.2%
2,336
+63.9%
0.01%
+40.0%
Q3 2019$135,000
+575.0%
1,425
+533.3%
0.01%
+400.0%
Q2 2019$20,000
-62.3%
225
-64.8%
0.00%
-66.7%
Q2 2018$53,0006390.00%
Other shareholders
ISHARES INC shareholders Q4 2021
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