Wealth Dimensions Group, Ltd. - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 284 filers reported holding ISHARES INC in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q2 2021
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 1,771,701$174,796,00034.12%
ASPIRIANT, LLC 2,581,179$254,637,00016.27%
Lenox Wealth Advisors, LLC 906,307$89,416,00012.26%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 185,071$18,259,0009.93%
SEARCY FINANCIAL SERVICES INC /ADV 139,056$13,719,0008.69%
PALLADIEM, LLC 83,405$8,229,0007.18%
Wealthsimple US, Ltd. 104,920$10,351,0006.13%
IRON Financial LLC 97,185$9,588,0005.06%
HARVEST GROUP WEALTH MANAGEMENT, LLC 72,550$7,394,0004.64%
John W. Brooker & Co., CPAs 70,908$6,996,0004.35%
View complete list of ISHARES INC shareholders