Cedar Brook Financial Partners, LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 292 filers reported holding ISHARES INC in Q2 2023. The put-call ratio across all filers is 4.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Cedar Brook Financial Partners, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q1 2024$1,127,144
+6.5%
10,707
+2.0%
0.22%
-5.1%
Q4 2023$1,058,135
-2.8%
10,492
-8.1%
0.24%
-17.3%
Q3 2023$1,088,850
-2.4%
11,411
+0.3%
0.28%
+7.2%
Q2 2023$1,115,094
+4.1%
11,372
+2.7%
0.26%
-3.6%
Q1 2023$1,070,821
+2.3%
11,068
+0.5%
0.28%
-6.8%
Q4 2022$1,046,732
+7.7%
11,016
+0.3%
0.30%
-5.4%
Q3 2022$972,262
-6.0%
10,979
+0.3%
0.31%
-3.7%
Q2 2022$1,034,000
-11.4%
10,947
-1.7%
0.32%
+6.9%
Q1 2022$1,167,000
-6.9%
11,135
-3.9%
0.30%
-5.6%
Q4 2021$1,254,000
+6.4%
11,581
+0.9%
0.32%
-9.3%
Q3 2021$1,179,000
-2.6%
11,474
-2.6%
0.35%
+1.1%
Q2 2021$1,211,000
-5.0%
11,776
-8.9%
0.35%
-20.8%
Q1 2021$1,275,000
+8.7%
12,924
+6.8%
0.44%
+6.5%
Q4 2020$1,173,000
+11.1%
12,101
+5.3%
0.42%
+0.2%
Q3 2020$1,056,000
+5.1%
11,493
+0.1%
0.41%
-7.6%
Q2 2020$1,005,000
+0.5%
11,479
-7.8%
0.45%
-19.3%
Q1 2020$1,000,000
-26.5%
12,446
-12.4%
0.56%
-4.0%
Q4 2019$1,361,000
+15.5%
14,207
+14.3%
0.58%
+11.4%
Q3 2019$1,178,000
+9.5%
12,428
+6.4%
0.52%
+4.6%
Q2 2019$1,076,000
-2.1%
11,679
-4.9%
0.50%
-7.1%
Q1 2019$1,099,000
+16.1%
12,280
+5.4%
0.53%
-7.1%
Q4 2018$947,00011,6490.58%
Other shareholders
ISHARES INC shareholders Q2 2023
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 1,699,259$164,675,00034.55%
ASPIRIANT, LLC 2,591,362$251,132,00017.14%
Lenox Wealth Advisors, LLC 904,458$87,651,00012.47%
IRON Financial LLC 166,655$16,151,0008.13%
SEARCY FINANCIAL SERVICES INC /ADV 135,883$13,168,0007.87%
PALLADIEM, LLC 81,278$7,877,0007.37%
Beta Wealth Group, Inc. 76,144$7,380,0006.34%
Wealthsimple US, Ltd. 111,577$10,813,0005.91%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 173,547$16,818,0005.76%
USAdvisors Wealth Management, LLC 121,509$11,747,0005.64%
View complete list of ISHARES INC shareholders