CFM WEALTH PARTNERS LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 302 filers reported holding ISHARES INC in Q4 2022. The put-call ratio across all filers is 3.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
CFM WEALTH PARTNERS LLC ownership history of ISHARES INC
ValueSharesWeighting
Q4 2022$200,302
-9.4%
2,1080.0%0.06%
+13.2%
Q1 2022$221,000
-2.6%
2,1080.0%0.05%
+3.9%
Q4 2021$227,000
+5.1%
2,1080.0%0.05%
-5.6%
Q3 2021$216,000
-0.5%
2,1080.0%0.05%
-6.9%
Q2 2021$217,000
+4.3%
2,1080.0%0.06%
-7.9%
Q1 2021$208,000
+2.0%
2,1080.0%0.06%
-3.1%
Q4 2020$204,000
+10.9%
2,1080.0%0.06%
-7.1%
Q2 2020$184,000
+8.9%
2,1080.0%0.07%
-11.4%
Q1 2020$169,000
-18.0%
2,1080.0%0.08%
+3.9%
Q4 2019$206,0002,1080.08%
Other shareholders
ISHARES INC shareholders Q4 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