Beacon Financial Advisory LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 299 filers reported holding ISHARES INC in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Beacon Financial Advisory LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$1,916,465
-4.3%
20,085
-1.6%
1.06%
-7.9%
Q2 2023$2,001,793
-2.9%
20,415
-4.2%
1.15%
-12.3%
Q1 2023$2,061,310
+0.9%
21,306
-0.9%
1.31%
-10.5%
Q4 2022$2,042,941
+6.6%
21,500
-0.6%
1.46%
+7.1%
Q3 2022$1,916,000
-5.9%
21,632
+0.4%
1.37%
+18.0%
Q2 2022$2,036,000
-8.7%
21,550
+1.4%
1.16%
+8.7%
Q1 2022$2,229,000
-3.0%
21,262
+0.2%
1.06%
+0.5%
Q4 2021$2,297,000
+7.4%
21,214
+1.9%
1.06%
-4.7%
Q3 2021$2,139,000
-2.9%
20,819
-2.8%
1.11%
-6.1%
Q2 2021$2,203,000
+5.6%
21,413
+1.2%
1.18%
-0.8%
Q1 2021$2,087,000
-9.3%
21,152
-11.0%
1.19%
-20.2%
Q4 2020$2,302,000
+6.6%
23,755
+1.1%
1.50%
-20.3%
Q3 2020$2,160,000
+6.2%
23,504
+1.2%
1.88%
-15.1%
Q2 2020$2,033,000
+8.7%
23,223
-0.3%
2.21%
-7.0%
Q1 2020$1,870,000
-14.1%
23,287
+2.5%
2.38%
+27.7%
Q4 2019$2,176,00022,7101.86%
Other shareholders
ISHARES INC shareholders Q2 2022
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