Orion Capital Management LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 308 filers reported holding ISHARES INC in Q4 2022. The put-call ratio across all filers is 3.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
Orion Capital Management LLC ownership history of ISHARES INC
ValueSharesWeighting
Q2 2024$5,964
-0.6%
570.0%0.00%0.0%
Q1 2024$6,000
+4.9%
570.0%0.00%0.0%
Q4 2023$5,720
+5.2%
570.0%0.00%
-25.0%
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 Q4 2022
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 1,699,259$164,675,00034.55%
ASPIRIANT, LLC 2,591,362$251,132,00017.14%
Lenox Wealth Advisors, LLC 904,458$87,651,00012.47%
IRON Financial LLC 166,655$16,151,0008.13%
SEARCY FINANCIAL SERVICES INC /ADV 135,883$13,168,0007.87%
PALLADIEM, LLC 81,278$7,877,0007.37%
Beta Wealth Group, Inc. 76,144$7,380,0006.34%
Wealthsimple US, Ltd. 111,577$10,813,0005.91%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 173,547$16,818,0005.76%
USAdvisors Wealth Management, LLC 121,509$11,747,0005.64%
View complete list of ISHARES INC shareholders