Orion Capital Management LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 290 filers reported holding ISHARES INC in Q3 2022. The put-call ratio across all filers is 1.67 and the average weighting 0.6%.

Quarter-by-quarter ownership
Orion Capital Management LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$5,439
-7.8%
57
-6.6%
0.00%0.0%
Q1 2023$5,902
+1.8%
610.0%0.00%0.0%
Q4 2022$5,796
+15.9%
610.0%0.00%0.0%
Q3 2022$5,000
-16.7%
610.0%0.00%
-20.0%
Q2 2022$6,0000.0%610.0%0.01%
+25.0%
Q1 2022$6,000
-14.3%
610.0%0.00%0.0%
Q4 2021$7,000
+16.7%
610.0%0.00%0.0%
Q3 2021$6,0000.0%610.0%0.00%0.0%
Q2 2021$6,0000.0%610.0%0.00%0.0%
Q1 2021$6,0000.0%610.0%0.00%0.0%
Q4 2020$6,000610.00%
Other shareholders
ISHARES INC shareholders Q3 2022
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