ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 288 filers reported holding ISHARES INC in Q2 2023. The put-call ratio across all filers is 4.00 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,439 | -7.8% | 57 | -6.6% | 0.00% | 0.0% |
| Q1 2023 | $5,902 | +1.8% | 61 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $5,796 | +15.9% | 61 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $5,000 | -16.7% | 61 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $6,000 | 0.0% | 61 | 0.0% | 0.01% | +25.0% |
| Q1 2022 | $6,000 | -14.3% | 61 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $7,000 | +16.7% | 61 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $6,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | – | 61 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 1,869,037 | $192,006,000 | 37.91% |
| ASPIRIANT, LLC | 2,693,846 | $276,720,000 | 16.25% |
| Lenox Wealth Advisors, LLC | 965,147 | $99,150,000 | 12.76% |
| SEARCY FINANCIAL SERVICES INC /ADV | 142,965 | $14,687,000 | 8.97% |
| AXS Investments LLC | 153,526 | $15,772,000 | 5.91% |
| Arcus Capital Partners, LLC | 153,526 | $15,772,000 | 5.91% |
| Legacy Capital Wealth Partners, LLC | 4,882,964 | $14,193,000 | 5.55% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 175,709 | $18,050,000 | 4.81% |
| Beta Wealth Group, Inc. | 61,334 | $6,300,000 | 4.54% |
| IRON Financial LLC | 89,348 | $9,179,000 | 4.40% |