CONSULTIVA WEALTH MANAGEMENT, CORP. - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 287 filers reported holding ISHARES INC in Q3 2023. The put-call ratio across all filers is 27.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
CONSULTIVA WEALTH MANAGEMENT, CORP. ownership history of ISHARES INC
ValueSharesWeighting
Q2 2023$118,548
+1.3%
1,2090.0%2.99%
-0.2%
Q1 2023$116,971
+1.8%
1,2090.0%3.00%
+0.2%
Q4 2022$114,879
-99.9%
1,2090.0%2.99%
-0.4%
Q3 2022$107,000,000
-11.5%
1,2090.0%3.00%
-11.4%
Q2 2022$120,900,000
-4.8%
1,2090.0%3.39%
+11.2%
Q1 2022$127,000,000
-3.1%
1,2090.0%3.05%
+2.0%
Q4 2021$131,000,000
+5.6%
1,2090.0%2.99%
+4.8%
Q3 2021$124,000,000
+104101.7%
1,2090.0%2.85%
+10.5%
Q1 2021$119,000
+1.7%
1,2090.0%2.58%
-5.4%
Q4 2020$117,000
-5.6%
1,2090.0%2.73%
+8.1%
Q2 2019$124,0001,2092.52%
Other shareholders
ISHARES INC shareholders Q3 2023
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