Arkadios Wealth Advisors - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 289 filers reported holding ISHARES INC in Q1 2023. The put-call ratio across all filers is 0.63 and the average weighting 0.4%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of ISHARES INC
ValueSharesWeighting
Q1 2023$206,140
-10.2%
2,131
-11.8%
0.02%
-16.7%
Q4 2022$229,535
-53.7%
2,416
-56.9%
0.03%
-60.0%
Q3 2022$496,000
-26.7%
5,604
-21.8%
0.08%
-25.7%
Q2 2022$677,000
-18.4%
7,164
-9.5%
0.10%
-7.3%
Q1 2022$830,000
-6.1%
7,915
-3.0%
0.11%
-6.8%
Q4 2021$884,000
-58.9%
8,161
-61.1%
0.12%
-62.3%
Q3 2021$2,153,000
-9.8%
20,967
-9.6%
0.31%
+6.5%
Q2 2021$2,386,000
+8.0%
23,197
+3.5%
0.29%
-20.1%
Q1 2021$2,210,000
+3.5%
22,403
+1.6%
0.36%
-18.8%
Q4 2020$2,136,00022,0420.45%
Other shareholders
ISHARES INC shareholders Q1 2023
NameSharesValueWeighting ↓
ASPIRIANT, LLC 2,008,534$192,473,00017.81%
Lenox Wealth Advisors, LLC 824,918$79,052,00012.30%
SEARCY FINANCIAL SERVICES INC /ADV 150,347$14,408,00010.34%
Tolleson Wealth Management, Inc. 196,391$18,820,0009.11%
FAS Wealth Partners, Inc. 519,103$49,746,0008.37%
Paragon Advisors, LLC 79,496$7,652,0008.26%
STRINGER ASSET MANAGEMENT, LLC 68,945$6,607,0007.18%
Hamilton Wealth, LLC 92,490$8,863,0005.99%
USAdvisors Wealth Management, LLC 237,562$10,853,0005.62%
Wealthsimple US, Ltd. 70,112$6,719,0005.34%
View complete list of ISHARES INC shareholders