ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 289 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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,448,528 | +0.0% | 67,583 | +2.8% | 4.69% | +2.4% |
Q2 2023 | $6,445,961 | +5.7% | 65,741 | +4.3% | 4.58% | -2.8% |
Q1 2023 | $6,099,288 | +8.3% | 63,040 | +6.4% | 4.71% | -1.4% |
Q4 2022 | $5,630,483 | +1.4% | 59,254 | -5.5% | 4.78% | -8.7% |
Q3 2022 | $5,554,000 | -3.0% | 62,711 | +3.8% | 5.24% | -3.0% |
Q2 2022 | $5,723,000 | -10.3% | 60,404 | -0.8% | 5.40% | +4.9% |
Q1 2022 | $6,382,000 | +0.2% | 60,886 | +3.5% | 5.15% | +3.6% |
Q4 2021 | $6,370,000 | – | 58,813 | – | 4.97% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RGT Wealth Advisors, LLC | 1,825,400 | $187,761,000 | 33.73% |
ASPIRIANT, LLC | 2,698,956 | $277,606,000 | 15.70% |
Lenox Wealth Advisors, LLC | 947,581 | $97,468,000 | 12.48% |
SEARCY FINANCIAL SERVICES INC /ADV | 140,724 | $14,475,000 | 8.77% |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 183,096 | $18,833,000 | 5.11% |
Arcus Capital Partners, LLC | 96,405 | $9,916,000 | 4.63% |
IRON Financial LLC | 93,543 | $9,622,000 | 4.50% |
Beta Wealth Group, Inc. | 58,582 | $6,025,000 | 4.20% |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 67,696 | $6,963,000 | 4.15% |
STRINGER ASSET MANAGEMENT, LLC | 38,907 | $4,002,000 | 3.97% |