Sequoia Wealth Management, LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 169 filers reported holding ISHARES INC in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Sequoia Wealth Management, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q2 2019$12,567,000
+10.1%
135,509
+6.2%
11.90%
+28.6%
Q1 2019$11,417,000
+15.8%
127,586
+5.2%
9.26%
-5.2%
Q4 2018$9,859,000
-4.3%
121,323
+3.5%
9.76%
+10.4%
Q3 2018$10,301,000
+9.1%
117,244
+2.9%
8.84%
-11.8%
Q2 2018$9,446,000
+4.3%
113,913
+5.4%
10.02%
+14.6%
Q1 2018$9,058,000
+2.7%
108,083
+4.8%
8.75%
+9.9%
Q4 2017$8,819,000103,1237.96%
Other shareholders
ISHARES INC shareholders Q3 2018
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 1,869,037$192,006,00037.91%
ASPIRIANT, LLC 2,693,846$276,720,00016.25%
Lenox Wealth Advisors, LLC 965,147$99,150,00012.76%
SEARCY FINANCIAL SERVICES INC /ADV 142,965$14,687,0008.97%
AXS Investments LLC 153,526$15,772,0005.91%
Arcus Capital Partners, LLC 153,526$15,772,0005.91%
Legacy Capital Wealth Partners, LLC 4,882,964$14,193,0005.55%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 175,709$18,050,0004.81%
Beta Wealth Group, Inc. 61,334$6,300,0004.54%
IRON Financial LLC 89,348$9,179,0004.40%
View complete list of ISHARES INC shareholders