PLANNING DIRECTIONS INC - 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
PLANNING DIRECTIONS INC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$1,393
-3.0%
14,599
-0.3%
1.07%
+2.0%
Q2 2023$1,436
+0.6%
14,650
-0.7%
1.04%
-1.6%
Q1 2023$1,428
-0.4%
14,756
-2.2%
1.06%
-3.0%
Q4 2022$1,434
-99.9%
15,089
-7.0%
1.10%
-5.7%
Q3 2022$1,437,000
-16.2%
16,227
-10.5%
1.16%
-11.6%
Q2 2022$1,714,000
-7.5%
18,133
+2.6%
1.31%
+1.0%
Q1 2022$1,852,000
-6.4%
17,666
-3.3%
1.30%
-1.3%
Q4 2021$1,979,000
+4.9%
18,274
-0.5%
1.32%
-4.0%
Q3 2021$1,887,000
+4.4%
18,366
+4.5%
1.37%
+3.9%
Q2 2021$1,808,000
-2.6%
17,578
-6.6%
1.32%
-9.5%
Q1 2021$1,856,000
-4.0%
18,814
-5.7%
1.46%
-6.8%
Q4 2020$1,934,000
+6.5%
19,953
+1.0%
1.57%
-2.1%
Q3 2020$1,816,000
+5.4%
19,753
+0.4%
1.60%
-0.5%
Q2 2020$1,723,00019,6781.61%
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