Spire Wealth Management - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 295 filers reported holding ISHARES INC in Q1 2023. The put-call ratio across all filers is 0.63 and the average weighting 0.4%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES INC
ValueSharesWeighting
Q2 2024$174,675
-34.6%
1,669
-34.2%
0.01%
+20.0%
Q1 2024$266,996
+4.2%
2,5360.0%0.01%
-37.5%
Q4 2023$256,293
-3.0%
2,536
-8.4%
0.01%
-20.0%
Q3 2023$264,151
+52.9%
2,768
+57.1%
0.01%
+66.7%
Q2 2023$172,802
+1.3%
1,7620.0%0.01%
-14.3%
Q1 2023$170,502
+1894366.7%
1,762
+1794.6%
0.01%
+600.0%
Q4 2022$9
-99.9%
930.0%0.00%
Q3 2022$8,000
-95.6%
93
-95.1%
0.00%
-100.0%
Q2 2022$181,000
-10.0%
1,9150.0%0.01%
+40.0%
Q1 2022$201,000
-2.9%
1,9150.0%0.01%0.0%
Q4 2021$207,000
+27.8%
1,915
+21.5%
0.01%
+25.0%
Q3 2021$162,0000.0%1,5760.0%0.00%0.0%
Q2 2021$162,000
+4.5%
1,5760.0%0.00%0.0%
Q1 2021$155,0001,5760.00%
Other shareholders
ISHARES INC shareholders Q1 2023
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