PDS Planning, Inc - ISHARES INC ownership

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
PDS Planning, Inc ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$397,986
-6.7%
4,171
-4.2%
0.05%
-7.3%
Q2 2023$426,724
-1.4%
4,352
-2.7%
0.06%
-8.3%
Q1 2023$432,995
+12.3%
4,475
+10.2%
0.06%
-3.2%
Q4 2022$385,725
+7.7%
4,059
+0.3%
0.06%
-4.6%
Q3 2022$358,000
-19.4%
4,047
-13.8%
0.06%
-18.8%
Q2 2022$444,000
-9.6%
4,694
+0.1%
0.08%
-7.0%
Q1 2022$491,000
-4.5%
4,689
-1.3%
0.09%
-12.2%
Q4 2021$514,000
+1.4%
4,749
-3.8%
0.10%
-16.2%
Q3 2021$507,000
-0.4%
4,937
-0.2%
0.12%
-5.6%
Q2 2021$509,000
+3.0%
4,949
-1.1%
0.12%
-13.3%
Q1 2021$494,000
-38.7%
5,003
-39.8%
0.14%
-48.4%
Q4 2020$806,000
+1.4%
8,316
-3.9%
0.28%
-14.5%
Q3 2020$795,000
+4.2%
8,654
-0.6%
0.32%
-6.4%
Q2 2020$763,000
-2.3%
8,709
-10.4%
0.35%
-30.5%
Q1 2020$781,000
-3.1%
9,722
+15.6%
0.50%
-2.2%
Q4 2019$806,000
-4.5%
8,410
-5.6%
0.51%
-13.1%
Q3 2019$844,000
+19.5%
8,913
+16.3%
0.59%
+11.6%
Q2 2019$706,000
+0.1%
7,667
-2.7%
0.52%
-4.2%
Q1 2019$705,000
-0.7%
7,880
-9.8%
0.55%
-10.2%
Q4 2018$710,000
-12.2%
8,732
-5.1%
0.61%
-11.8%
Q3 2018$809,000
+11.1%
9,205
+5.0%
0.69%
-3.6%
Q2 2018$728,000
-7.0%
8,767
-6.1%
0.72%
-9.2%
Q1 2018$783,000
-13.9%
9,338
-13.4%
0.79%
-14.1%
Q4 2017$909,00010,7850.92%
Other shareholders
ISHARES INC shareholders Q1 2023
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