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 ↓
RGT Wealth Advisors, LLC 1,825,400$187,761,00033.73%
ASPIRIANT, LLC 2,698,956$277,606,00015.70%
Lenox Wealth Advisors, LLC 947,581$97,468,00012.48%
SEARCY FINANCIAL SERVICES INC /ADV 140,724$14,475,0008.77%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 183,096$18,833,0005.11%
Arcus Capital Partners, LLC 96,405$9,916,0004.63%
IRON Financial LLC 93,543$9,622,0004.50%
Beta Wealth Group, Inc. 58,582$6,025,0004.20%
HARVEST GROUP WEALTH MANAGEMENT, LLC 67,696$6,963,0004.15%
STRINGER ASSET MANAGEMENT, LLC 38,907$4,002,0003.97%
View complete list of ISHARES INC shareholders