Geneos Wealth Management Inc. - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 304 filers reported holding ISHARES INC in Q1 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$507,328
-13.0%
5,317
-10.6%
0.03%
-16.1%
Q2 2023$583,408
+1.4%
5,950
+0.0%
0.03%
-11.4%
Q1 2023$575,424
+2.8%
5,948
+0.9%
0.04%
+2.9%
Q4 2022$560,004
+10.2%
5,894
+2.7%
0.03%
-2.9%
Q3 2022$508,000
-22.4%
5,737
-16.2%
0.04%
+9.4%
Q2 2022$655,000
-12.2%
6,850
-3.9%
0.03%0.0%
Q1 2022$746,000
+4.9%
7,125
+8.4%
0.03%
+18.5%
Q4 2021$711,000
+1.7%
6,575
-3.3%
0.03%0.0%
Q3 2021$699,000
+7.4%
6,801
+8.2%
0.03%
+8.0%
Q2 2021$651,000
-1.1%
6,288
-3.3%
0.02%
+38.9%
Q1 2021$658,000
+3.3%
6,5010.0%0.02%
-30.8%
Q4 2020$637,000
-6.6%
6,501
-13.7%
0.03%
-25.7%
Q3 2020$682,000
-8.6%
7,530
-12.7%
0.04%
-14.6%
Q2 2020$746,000
+1.9%
8,628
-5.3%
0.04%
-16.3%
Q1 2020$732,000
-25.4%
9,113
-10.9%
0.05%
-5.8%
Q4 2019$981,000
-1.4%
10,231
-2.8%
0.05%
-11.9%
Q3 2019$995,000
-77.1%
10,525
-77.7%
0.06%
-78.1%
Q2 2019$4,344,000
+402.2%
47,162
+387.8%
0.27%
+371.9%
Q1 2019$865,000
-8.8%
9,668
-17.6%
0.06%
-18.6%
Q4 2018$948,000
-19.3%
11,726
-12.3%
0.07%
-10.3%
Q3 2018$1,175,000
+3.7%
13,375
-2.0%
0.08%
-11.4%
Q2 2018$1,133,000
-5.7%
13,644
-4.9%
0.09%
-16.2%
Q1 2018$1,202,000
+4.5%
14,347
+5.2%
0.10%
+1.9%
Q4 2017$1,150,000
+8.6%
13,643
+4.8%
0.10%
-1.9%
Q3 2017$1,059,000
-3.7%
13,018
-6.5%
0.10%
-7.1%
Q2 2017$1,100,000
-15.7%
13,916
-17.8%
0.11%
-16.9%
Q1 2017$1,305,000
-5.0%
16,920
-10.6%
0.14%
-24.9%
Q4 2016$1,374,000
-11.3%
18,935
-6.9%
0.18%
-13.4%
Q3 2016$1,549,000
-11.2%
20,343
-10.6%
0.21%
-17.4%
Q2 2016$1,745,000
-11.1%
22,752
-14.7%
0.25%
-15.7%
Q1 2016$1,963,00026,6800.30%
Other shareholders
ISHARES INC shareholders Q1 2022
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