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 ↓ |
---|---|---|---|
ASPIRIANT, LLC | 2,008,534 | $192,473,000 | 17.81% |
Lenox Wealth Advisors, LLC | 824,918 | $79,052,000 | 12.30% |
SEARCY FINANCIAL SERVICES INC /ADV | 150,347 | $14,408,000 | 10.34% |
Tolleson Wealth Management, Inc. | 196,391 | $18,820,000 | 9.11% |
FAS Wealth Partners, Inc. | 519,103 | $49,746,000 | 8.37% |
Paragon Advisors, LLC | 79,496 | $7,652,000 | 8.26% |
STRINGER ASSET MANAGEMENT, LLC | 68,945 | $6,607,000 | 7.18% |
Hamilton Wealth, LLC | 92,490 | $8,863,000 | 5.99% |
USAdvisors Wealth Management, LLC | 237,562 | $10,853,000 | 5.62% |
Wealthsimple US, Ltd. | 70,112 | $6,719,000 | 5.34% |