ASSET PLANNING CORPORATION - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 299 filers reported holding ISHARES INC in Q1 2024. The put-call ratio across all filers is 0.57 and the average weighting 0.3%.

Quarter-by-quarter ownership
ASSET PLANNING CORPORATION ownership history of ISHARES INC
ValueSharesWeighting
Q2 2024$248,206
-0.6%
2,3720.0%0.19%
+2.2%
Q1 2024$249,700
+4.9%
2,3720.0%0.18%
-1.1%
Q4 2023$238,031
+5.2%
2,3720.0%0.18%
+5.7%
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 2024
NameSharesValueWeighting ↓
ASPIRIANT, LLC 1,611,850$135,105,00011.79%
FAS Wealth Partners, Inc. 404,015$33,865,0009.76%
Sequoia Wealth Management, LLC 108,083$9,058,0008.75%
Keystone Financial Group 189,288$12,093,0006.72%
Arcus Capital Partners, LLC 126,099$10,570,0005.96%
Ackerman Capital Advisors, LLC 139,172$11,735,0004.70%
STRINGER ASSET MANAGEMENT, LLC 60,101$5,038,0004.64%
High Falls Advisors, Inc 134,825$11,301,0004.05%
SHINE INVESTMENT ADVISORY SERVICES INC 88,275$7,399,0003.93%
Keel Point, LLC 249,112$20,881,0002.86%
View complete list of ISHARES INC shareholders