CFM WEALTH PARTNERS LLC - 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
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 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