Total Wealth Planning, LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 284 filers reported holding ISHARES INC in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q2 2021
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