Laidlaw Wealth Management LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 314 filers reported holding ISHARES INC in Q4 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.

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 Q4 2021
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