Insight Wealth Strategies, 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
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 Q4 2021
NameSharesValueWeighting ↓
ASPIRIANT, LLC 2,764,393$263,780,07113.50%
SEARCY FINANCIAL SERVICES INC /ADV 197,735$18,867,88111.40%
KilterHowling LLC 81,440$7,771,0346.84%
Bryant Woods Investment Advisors, LLC 67,583$6,448,5284.69%
WFA Asset Management Corp 75,018$7,158,2184.28%
IRON Financial LLC 73,059$6,971,2684.05%
Syntegra Private Wealth Group, LLC 236,215$22,539,6343.54%
Legacy Capital Wealth Partners, LLC 127,320$12,148,8073.33%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 150,508$14,361,4753.25%
Ackerman Capital Advisors, LLC 121,758$11,618,1283.24%
View complete list of ISHARES INC shareholders