Spire Wealth Management - 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
Spire Wealth Management ownership history of ISHARES INC
ValueSharesWeighting
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 Q3 2023
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 1,825,400$187,761,00033.73%
ASPIRIANT, LLC 2,698,956$277,606,00015.70%
Lenox Wealth Advisors, LLC 947,581$97,468,00012.48%
SEARCY FINANCIAL SERVICES INC /ADV 140,724$14,475,0008.77%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 183,096$18,833,0005.11%
Arcus Capital Partners, LLC 96,405$9,916,0004.63%
IRON Financial LLC 93,543$9,622,0004.50%
Beta Wealth Group, Inc. 58,582$6,025,0004.20%
HARVEST GROUP WEALTH MANAGEMENT, LLC 67,696$6,963,0004.15%
STRINGER ASSET MANAGEMENT, LLC 38,907$4,002,0003.97%
View complete list of ISHARES INC shareholders