Total Wealth Planning, LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 286 filers reported holding ISHARES INC in Q3 2021. The put-call ratio across all filers is 0.04 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 Q3 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