Insight Wealth Strategies, LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 255 filers reported holding ISHARES INC in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.

Quarter-by-quarter ownership
Insight Wealth Strategies, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2021$514,000
-1.3%
5,006
-1.1%
0.07%
-2.7%
Q2 2021$521,000
+16.0%
5,063
+11.1%
0.07%
+23.3%
Q1 2021$449,000
+41.6%
4,556
+39.3%
0.06%
+11.1%
Q4 2020$317,000
+45.4%
3,271
+37.7%
0.05%
+35.0%
Q3 2020$218,000
+5.3%
2,375
+0.6%
0.04%
-13.0%
Q2 2020$207,000
-44.5%
2,362
-39.2%
0.05%
-41.8%
Q4 2019$373,000
+46.9%
3,887
+45.3%
0.08%
+31.7%
Q3 2019$254,000
+10.9%
2,676
+7.6%
0.06%
+7.1%
Q2 2019$229,000
+12.8%
2,486
+9.3%
0.06%
-1.8%
Q1 2019$203,0002,2740.06%
Other shareholders
ISHARES INC shareholders Q2 2020
NameSharesValueWeighting ↓
ASPIRIANT, LLC 2,008,534$192,473,00017.81%
Lenox Wealth Advisors, LLC 824,918$79,052,00012.30%
SEARCY FINANCIAL SERVICES INC /ADV 150,347$14,408,00010.34%
Tolleson Wealth Management, Inc. 196,391$18,820,0009.11%
FAS Wealth Partners, Inc. 519,103$49,746,0008.37%
Paragon Advisors, LLC 79,496$7,652,0008.26%
STRINGER ASSET MANAGEMENT, LLC 68,945$6,607,0007.18%
Hamilton Wealth, LLC 92,490$8,863,0005.99%
USAdvisors Wealth Management, LLC 237,562$10,853,0005.62%
Wealthsimple US, Ltd. 70,112$6,719,0005.34%
View complete list of ISHARES INC shareholders