DEFINED WEALTH MANAGEMENT, LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 314 filers reported holding ISHARES INC in Q4 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.

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 Q4 2021
NameSharesValueWeighting ↓
ASPIRIANT, LLC 1,153,400$88,085,0008.32%
CKW FINANCIAL GROUP 137,844$10,527,0003.75%
Peak Financial Management, Inc. 59,423$4,538,0002.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 107,915$8,241,0001.49%
Mariner, LLC 339,038$25,892,0001.40%
DT Investment Partners, LLC 65,182$4,978,0001.35%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 131,250$10,024,0001.04%
B. Riley Financial, Inc. 23,502$1,795,0001.04%
Baker Avenue Asset Management, LP 72,887$5,566,0000.84%
Hilltop Holdings Inc. 34,206$2,612,0000.83%
View complete list of ISHARES INC shareholders