Tolleson Wealth Management, Inc. - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 186 filers reported holding ISHARES INC in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Tolleson Wealth Management, Inc. ownership history of ISHARES INC
ValueSharesWeighting
Q1 2021$653,000
+1.9%
6,6150.0%0.20%
-7.1%
Q4 2020$641,000
+1.6%
6,615
-3.7%
0.21%
-16.9%
Q3 2020$631,000
+5.0%
6,8660.0%0.26%
-3.0%
Q2 2020$601,000
-75.3%
6,866
-77.4%
0.26%
-75.3%
Q1 2020$2,438,000
-87.0%
30,341
-84.6%
1.06%
-88.3%
Q4 2019$18,820,000
+3.1%
196,391
+2.0%
9.11%
-8.4%
Q3 2019$18,246,000
+34.8%
192,571
+31.1%
9.94%
+6.6%
Q2 2019$13,536,000
+17.4%
146,939
+14.0%
9.33%
+16.9%
Q1 2019$11,533,000
+60.8%
128,893
+46.1%
7.98%
+89.2%
Q4 2018$7,171,00088,2454.22%
Other shareholders
ISHARES INC shareholders Q4 2018
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