ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 3 filers reported holding ISHARES INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $265,355 | -2.7% | 2,781 | 0.0% | 0.03% | +6.2% |
| Q2 2023 | $272,683 | +1.9% | 2,781 | +0.5% | 0.03% | -5.9% |
| Q1 2023 | $267,575 | +1.8% | 2,766 | 0.0% | 0.03% | -2.9% |
| Q4 2022 | $262,790 | +8.1% | 2,766 | +0.8% | 0.04% | -5.4% |
| Q3 2022 | $243,000 | -8.0% | 2,744 | -1.8% | 0.04% | -2.6% |
| Q2 2022 | $264,000 | -9.3% | 2,795 | +0.5% | 0.04% | -5.0% |
| Q1 2022 | $291,000 | -3.3% | 2,780 | 0.0% | 0.04% | -4.8% |
| Q4 2021 | $301,000 | +6.0% | 2,780 | +0.7% | 0.04% | -4.5% |
| Q3 2021 | $284,000 | 0.0% | 2,762 | 0.0% | 0.04% | -2.2% |
| Q2 2021 | $284,000 | – | 2,762 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 1,771,701 | $174,796,000 | 34.12% |
| ASPIRIANT, LLC | 2,581,179 | $254,637,000 | 16.27% |
| Lenox Wealth Advisors, LLC | 906,307 | $89,416,000 | 12.26% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 185,071 | $18,259,000 | 9.93% |
| SEARCY FINANCIAL SERVICES INC /ADV | 139,056 | $13,719,000 | 8.69% |
| PALLADIEM, LLC | 83,405 | $8,229,000 | 7.18% |
| Wealthsimple US, Ltd. | 104,920 | $10,351,000 | 6.13% |
| IRON Financial LLC | 97,185 | $9,588,000 | 5.06% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 72,550 | $7,394,000 | 4.64% |
| John W. Brooker & Co., CPAs | 70,908 | $6,996,000 | 4.35% |