Laidlaw 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
Laidlaw Wealth Management LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$2,059,330
-18.7%
21,582
-16.4%
0.68%
+37.6%
Q2 2023$2,532,442
+2.7%
25,827
+1.3%
0.50%
-1.6%
Q1 2023$2,465,920
-5.8%
25,488
-7.5%
0.50%
-10.5%
Q4 2022$2,618,708
+10.1%
27,560
+2.6%
0.56%
+1.1%
Q3 2022$2,378,000
-4.5%
26,853
+1.9%
0.56%
+9.4%
Q2 2022$2,490,000
+1.7%
26,354
+12.8%
0.51%
+24.2%
Q1 2022$2,449,000
+9.1%
23,368
+12.8%
0.41%
+13.9%
Q4 2021$2,244,000
+15.1%
20,725
+9.2%
0.36%
-28.2%
Q3 2021$1,950,000
-10.3%
18,979
-10.2%
0.50%
-10.9%
Q2 2021$2,175,000
+24.1%
21,146
+19.0%
0.56%
-6.3%
Q1 2021$1,753,000
+64.1%
17,769
+61.2%
0.60%
+166.2%
Q4 2020$1,068,000
+82.3%
11,020
+72.7%
0.22%
-13.5%
Q3 2020$586,0006,3800.26%
Other shareholders
ISHARES INC shareholders Q3 2023
NameSharesValueWeighting ↓
ASPIRIANT, LLC 2,764,393$263,780,07113.50%
SEARCY FINANCIAL SERVICES INC /ADV 197,735$18,867,88111.40%
KilterHowling LLC 81,440$7,771,0346.84%
Bryant Woods Investment Advisors, LLC 67,583$6,448,5284.69%
WFA Asset Management Corp 75,018$7,158,2184.28%
IRON Financial LLC 73,059$6,971,2684.05%
Syntegra Private Wealth Group, LLC 236,215$22,539,6343.54%
Legacy Capital Wealth Partners, LLC 127,320$12,148,8073.33%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 150,508$14,361,4753.25%
Ackerman Capital Advisors, LLC 121,758$11,618,1283.24%
View complete list of ISHARES INC shareholders