ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 3 filers reported holding ISHARES INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $188 | -3.1% | 1,975 | 0.0% | 0.05% | +1.9% |
| Q2 2023 | $194 | +1.6% | 1,975 | 0.0% | 0.05% | -5.4% |
| Q1 2023 | $191 | -31.8% | 1,975 | -32.9% | 0.06% | -41.7% |
| Q4 2022 | $280 | -99.9% | 2,942 | 0.0% | 0.10% | +3.2% |
| Q3 2022 | $261,000 | -6.1% | 2,942 | 0.0% | 0.09% | -3.1% |
| Q2 2022 | $278,000 | -15.8% | 2,942 | -6.5% | 0.10% | +5.5% |
| Q1 2022 | $330,000 | -24.1% | 3,145 | -21.8% | 0.09% | -27.2% |
| Q4 2021 | $435,000 | -59.1% | 4,021 | -61.2% | 0.12% | -67.9% |
| Q3 2021 | $1,064,000 | -5.2% | 10,358 | -5.0% | 0.39% | -8.3% |
| Q2 2021 | $1,122,000 | -34.2% | 10,908 | -36.9% | 0.42% | -41.5% |
| Q1 2021 | $1,705,000 | – | 17,283 | – | 0.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ASPIRIANT, LLC | 2,008,534 | $192,473,000 | 17.81% |
| Lenox Wealth Advisors, LLC | 824,918 | $79,052,000 | 12.30% |
| SEARCY FINANCIAL SERVICES INC /ADV | 150,347 | $14,408,000 | 10.34% |
| Tolleson Wealth Management, Inc. | 196,391 | $18,820,000 | 9.11% |
| FAS Wealth Partners, Inc. | 519,103 | $49,746,000 | 8.37% |
| Paragon Advisors, LLC | 79,496 | $7,652,000 | 8.26% |
| STRINGER ASSET MANAGEMENT, LLC | 68,945 | $6,607,000 | 7.18% |
| Hamilton Wealth, LLC | 92,490 | $8,863,000 | 5.99% |
| USAdvisors Wealth Management, LLC | 237,562 | $10,853,000 | 5.62% |
| Wealthsimple US, Ltd. | 70,112 | $6,719,000 | 5.34% |