Total Wealth Planning, LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 279 filers reported holding ISHARES INC in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Total Wealth Planning, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q1 2022$238,000
-62.6%
2,273
-63.4%
0.06%
-72.3%
Q3 2021$637,000
-1.8%
6,202
-1.7%
0.23%
-9.4%
Q2 2021$649,000
+0.8%
6,309
-3.3%
0.26%
-6.6%
Q1 2021$644,000
+7.9%
6,526
+5.9%
0.27%
-1.1%
Q4 2020$597,000
+10.8%
6,164
+5.1%
0.28%
-1.4%
Q3 2020$539,000
-1.5%
5,866
-6.1%
0.28%
-7.6%
Q2 2020$547,0006,2460.30%
Other shareholders
ISHARES INC shareholders Q1 2021
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