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 1,869,037$192,006,00037.91%
ASPIRIANT, LLC 2,693,846$276,720,00016.25%
Lenox Wealth Advisors, LLC 965,147$99,150,00012.76%
SEARCY FINANCIAL SERVICES INC /ADV 142,965$14,687,0008.97%
AXS Investments LLC 153,526$15,772,0005.91%
Arcus Capital Partners, LLC 153,526$15,772,0005.91%
Legacy Capital Wealth Partners, LLC 4,882,964$14,193,0005.55%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 175,709$18,050,0004.81%
Beta Wealth Group, Inc. 61,334$6,300,0004.54%
IRON Financial LLC 89,348$9,179,0004.40%
View complete list of ISHARES INC shareholders