LIBERTY WEALTH MANAGEMENT LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 287 filers reported holding ISHARES INC in Q3 2023. The put-call ratio across all filers is 27.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES INC
ValueSharesWeighting
Q4 2021$158,644,000
+54604.8%
1,560
-44.8%
6.88%
+6584.5%
Q3 2021$290,000
+2536.4%
2,825
+2445.0%
0.10%
+2475.0%
Q2 2021$11,000
+10.0%
111
+0.9%
0.00%
-20.0%
Q1 2021$10,0000.0%1100.0%0.01%0.0%
Q4 2020$10,0000.0%110
+0.9%
0.01%
-16.7%
Q3 2020$10,0000.0%1090.0%0.01%
-14.3%
Q2 2020$10,000
+11.1%
109
+0.9%
0.01%
-12.5%
Q1 2020$9,000
-10.0%
1080.0%0.01%0.0%
Q4 2019$10,0000.0%108
+1.9%
0.01%
-11.1%
Q3 2019$10,0000.0%1060.0%0.01%0.0%
Q2 2019$10,000
+11.1%
106
+1.0%
0.01%
+28.6%
Q1 2019$9,000
+12.5%
1050.0%0.01%
+16.7%
Q4 2018$8,0001050.01%
Other shareholders
ISHARES INC shareholders Q3 2023
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 1,957,106$205,144,00032.62%
ASPIRIANT, LLC 2,764,902$289,822,00015.94%
SEARCY FINANCIAL SERVICES INC /ADV 226,186$23,709,00013.91%
Lenox Wealth Advisors, LLC 982,560$105,134,00013.18%
KilterHowling LLC 74,441$7,802,9467.95%
Financial Connections Group, Inc. 73,966$7,753,0007.80%
STRINGER ASSET MANAGEMENT, LLC 33,643$3,526,0006.04%
Arcus Capital Partners, LLC 146,723$15,379,0005.46%
Bryant Woods Investment Advisors, LLC 60,886$6,382,0005.15%
Legacy Capital Wealth Partners, LLC 110,875$11,622,0004.99%
View complete list of ISHARES INC shareholders