Clearstead Advisors, LLC - 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
Clearstead Advisors, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$1,193,010
+274.2%
12,502
+284.6%
0.04%
+84.2%
Q2 2023$318,813
+2.0%
3,251
+0.7%
0.02%
-17.4%
Q1 2023$312,514
+1.8%
3,2300.0%0.02%
-4.2%
Q4 2022$306,925
+8.5%
3,230
+0.9%
0.02%
-7.7%
Q3 2022$283,000
-10.7%
3,200
-4.5%
0.03%
+4.0%
Q2 2022$317,000
-9.2%
3,351
+0.7%
0.02%
+4.2%
Q1 2022$349,000
-3.1%
3,3270.0%0.02%0.0%
Q4 2021$360,000
+15.4%
3,327
+9.5%
0.02%
+4.3%
Q3 2021$312,000
-0.3%
3,0380.0%0.02%
-4.2%
Q2 2021$313,000
+30.4%
3,038
+25.0%
0.02%
+20.0%
Q1 2021$240,000
+1.7%
2,4310.0%0.02%
-4.8%
Q4 2020$236,000
-6.3%
2,431
-11.2%
0.02%
-22.2%
Q3 2020$252,000
-59.7%
2,737
-58.1%
0.03%
-64.5%
Q4 2019$626,000
-3.2%
6,530
-4.4%
0.08%
-12.6%
Q3 2019$647,000
+2.9%
6,8300.0%0.09%
+3.6%
Q2 2019$629,000
-22.2%
6,830
-24.4%
0.08%
-24.3%
Q1 2019$808,000
+10.1%
9,0300.0%0.11%
-2.6%
Q4 2018$734,0009,0300.11%
Other shareholders
ISHARES INC shareholders Q3 2023
NameSharesValueWeighting ↓
ASPIRIANT, LLC 2,008,534$192,473,00017.81%
Lenox Wealth Advisors, LLC 824,918$79,052,00012.30%
SEARCY FINANCIAL SERVICES INC /ADV 150,347$14,408,00010.34%
Tolleson Wealth Management, Inc. 196,391$18,820,0009.11%
FAS Wealth Partners, Inc. 519,103$49,746,0008.37%
Paragon Advisors, LLC 79,496$7,652,0008.26%
STRINGER ASSET MANAGEMENT, LLC 68,945$6,607,0007.18%
Hamilton Wealth, LLC 92,490$8,863,0005.99%
USAdvisors Wealth Management, LLC 237,562$10,853,0005.62%
Wealthsimple US, Ltd. 70,112$6,719,0005.34%
View complete list of ISHARES INC shareholders