Wealthsimple US, Ltd. - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 300 filers reported holding ISHARES INC in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.

Quarter-by-quarter ownership
Wealthsimple US, Ltd. ownership history of ISHARES INC
ValueSharesWeighting
Q1 2021$10,351,000
-4.3%
104,920
-6.0%
6.13%
+3.7%
Q4 2020$10,813,000
+21.0%
111,577
+14.7%
5.91%
-0.7%
Q3 2020$8,939,000
+29.8%
97,263
+23.7%
5.95%
+13.6%
Q2 2020$6,889,000
+16.6%
78,659
+7.0%
5.24%
+1.0%
Q1 2020$5,908,000
-12.1%
73,535
+4.9%
5.19%
-2.9%
Q4 2019$6,719,00070,1125.34%
Other shareholders
ISHARES INC shareholders Q4 2020
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 1,825,400$187,761,00033.73%
ASPIRIANT, LLC 2,698,956$277,606,00015.70%
Lenox Wealth Advisors, LLC 947,581$97,468,00012.48%
SEARCY FINANCIAL SERVICES INC /ADV 140,724$14,475,0008.77%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 183,096$18,833,0005.11%
Arcus Capital Partners, LLC 96,405$9,916,0004.63%
IRON Financial LLC 93,543$9,622,0004.50%
Beta Wealth Group, Inc. 58,582$6,025,0004.20%
HARVEST GROUP WEALTH MANAGEMENT, LLC 67,696$6,963,0004.15%
STRINGER ASSET MANAGEMENT, LLC 38,907$4,002,0003.97%
View complete list of ISHARES INC shareholders