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 ↓
RGT Wealth Advisors, LLC 1,771,701$174,796,00034.12%
ASPIRIANT, LLC 2,581,179$254,637,00016.27%
Lenox Wealth Advisors, LLC 906,307$89,416,00012.26%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 185,071$18,259,0009.93%
SEARCY FINANCIAL SERVICES INC /ADV 139,056$13,719,0008.69%
PALLADIEM, LLC 83,405$8,229,0007.18%
Wealthsimple US, Ltd. 104,920$10,351,0006.13%
IRON Financial LLC 97,185$9,588,0005.06%
HARVEST GROUP WEALTH MANAGEMENT, LLC 72,550$7,394,0004.64%
John W. Brooker & Co., CPAs 70,908$6,996,0004.35%
View complete list of ISHARES INC shareholders