Clearstead Advisors, LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 249 filers reported holding ISHARES INC in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

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 Q1 2020
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