Wealth Dimensions Group, Ltd. - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 279 filers reported holding ISHARES INC in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Wealth Dimensions Group, Ltd. ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$2,346,589
-9.8%
24,592
-7.4%
0.85%
-10.2%
Q2 2023$2,602,940
-3.7%
26,546
-4.9%
0.95%
-9.3%
Q1 2023$2,701,661
-0.4%
27,924
-2.2%
1.04%
-5.7%
Q4 2022$2,712,809
+6.8%
28,550
-0.5%
1.11%
-11.9%
Q3 2022$2,540,000
-2.5%
28,683
+4.0%
1.26%
+1.6%
Q2 2022$2,606,000
-7.0%
27,577
+3.2%
1.24%
-4.6%
Q1 2022$2,802,000
+5.5%
26,733
+9.0%
1.30%
-0.3%
Q4 2021$2,657,000
+11.5%
24,535
+5.7%
1.30%
-14.7%
Q3 2021$2,384,000
+7.7%
23,204
+7.8%
1.52%
+1.6%
Q2 2021$2,214,000
+21.2%
21,523
+16.3%
1.50%
+5.8%
Q1 2021$1,827,000
+0.9%
18,513
-0.9%
1.42%
-9.3%
Q4 2020$1,811,00018,6851.56%
Other shareholders
ISHARES INC shareholders Q1 2021
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