ASSET PLANNING CORPORATION - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 304 filers reported holding ISHARES INC in Q1 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.

Quarter-by-quarter ownership
ASSET PLANNING CORPORATION ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$226,337
-2.7%
2,3720.0%0.17%
-1.7%
Q2 2023$232,587
+1.3%
2,3720.0%0.18%
-3.8%
Q1 2023$229,491
+1.8%
2,3720.0%0.18%
-2.1%
Q4 2022$225,387
+7.3%
2,3720.0%0.19%
-4.6%
Q3 2022$210,000
-6.2%
2,3720.0%0.20%
+1.0%
Q2 2022$224,000
-10.0%
2,3720.0%0.20%
-10.1%
Q1 2022$249,000
-3.1%
2,3720.0%0.22%
-1.4%
Q4 2021$257,000
+5.3%
2,3720.0%0.22%
-2.7%
Q3 2021$244,0000.0%2,3720.0%0.23%
-5.0%
Q2 2021$244,000
+4.3%
2,3720.0%0.24%
-2.1%
Q1 2021$234,000
+1.7%
2,3720.0%0.24%
+6.6%
Q4 2020$230,0002,3720.23%
Other shareholders
ISHARES INC shareholders Q1 2022
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 1,771,701$174,796,00034.12%
ASPIRIANT, LLC 2,581,179$254,637,00016.27%
Lenox Wealth Advisors, LLC 906,307$89,416,00012.26%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 185,071$18,259,0009.93%
SEARCY FINANCIAL SERVICES INC /ADV 139,056$13,719,0008.69%
PALLADIEM, LLC 83,405$8,229,0007.18%
Wealthsimple US, Ltd. 104,920$10,351,0006.13%
IRON Financial LLC 97,185$9,588,0005.06%
HARVEST GROUP WEALTH MANAGEMENT, LLC 72,550$7,394,0004.64%
John W. Brooker & Co., CPAs 70,908$6,996,0004.35%
View complete list of ISHARES INC shareholders