DEFINED WEALTH MANAGEMENT, LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 287 filers reported holding ISHARES INC in Q3 2023. The put-call ratio across all filers is 27.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
DEFINED WEALTH MANAGEMENT, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q4 2022$1,068,852
+10.3%
11,249
+2.8%
1.00%
-4.9%
Q3 2022$969,000
+0.4%
10,945
+7.1%
1.06%
+6.8%
Q2 2022$965,000
-12.1%
10,215
-2.5%
0.99%
+2.5%
Q1 2022$1,098,000
-12.2%
10,475
-9.2%
0.96%
-5.6%
Q4 2021$1,250,000
-38.9%
11,542
-42.0%
1.02%
-43.7%
Q3 2021$2,046,000
-0.2%
19,916
-0.1%
1.81%
-0.5%
Q2 2021$2,051,000
+2.9%
19,938
-1.3%
1.82%
-3.5%
Q1 2021$1,994,000
-3.7%
20,210
-5.4%
1.89%
-7.5%
Q4 2020$2,071,00021,3682.04%
Other shareholders
ISHARES INC shareholders Q3 2023
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 1,949,043$184,185,00030.94%
SEARCY FINANCIAL SERVICES INC /ADV 240,103$22,690,00014.08%
ASPIRIANT, LLC 3,079,935$291,056,00014.05%
STRINGER ASSET MANAGEMENT, LLC 39,967$3,777,0008.09%
KilterHowling LLC 73,513$6,946,9427.80%
Arcus Capital Partners, LLC 142,125$13,431,0005.87%
Legacy Capital Wealth Partners, LLC 113,768$10,751,0005.40%
Bryant Woods Investment Advisors, LLC 60,404$5,723,0005.40%
Financial Connections Group, Inc. 62,850$5,939,0005.23%
AGILIS PARTNERS LLC 89,308$8,440,0005.22%
View complete list of ISHARES INC shareholders