Legacy Capital Wealth Partners, LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 289 filers reported holding ISHARES INC in Q1 2023. The put-call ratio across all filers is 0.63 and the average weighting 0.4%.

Quarter-by-quarter ownership
Legacy Capital Wealth Partners, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$12,148,807
+91.0%
127,320
+96.2%
3.33%
-36.9%
Q2 2023$6,361,434
-41.7%
64,877
-42.5%
5.29%
+77.5%
Q1 2023$10,914,227
+0.1%
112,809
-1.7%
2.98%
-42.8%
Q4 2022$10,907,893
+8.7%
114,796
+1.3%
5.21%
-2.1%
Q3 2022$10,037,000
-6.6%
113,333
-0.4%
5.32%
-1.5%
Q2 2022$10,751,000
-7.5%
113,768
+2.6%
5.40%
+8.2%
Q1 2022$11,622,000
-21.8%
110,875
-20.5%
4.99%
-18.6%
Q4 2021$14,867,000
+4.7%
139,441
-97.1%
6.14%
+10.6%
Q3 2021$14,193,000
+2053.7%
4,882,964
+76136.8%
5.55%
+1463.4%
Q2 2021$659,000
-84.4%
6,405
-85.1%
0.36%
-79.7%
Q1 2021$4,227,000
+6.9%
42,848
+5.0%
1.75%
+3.1%
Q4 2020$3,955,00040,8111.69%
Other shareholders
ISHARES INC shareholders Q1 2023
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