ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 3 filers reported holding ISHARES INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,959,165 | -26.8% | 31,012 | -24.8% | 0.00% | -25.0% |
| Q2 2023 | $4,043,788 | -14.4% | 41,240 | -15.6% | 0.00% | -33.3% |
| Q1 2023 | $4,726,334 | +41.9% | 48,851 | +39.4% | 0.01% | +50.0% |
| Q4 2022 | $3,330,000 | +93.4% | 35,049 | +80.3% | 0.00% | +33.3% |
| Q3 2022 | $1,722,000 | +81.8% | 19,440 | +94.1% | 0.00% | +200.0% |
| Q2 2022 | $947,000 | -24.5% | 10,018 | -16.2% | 0.00% | -50.0% |
| Q1 2022 | $1,254,000 | +41.5% | 11,960 | +46.1% | 0.00% | +100.0% |
| Q4 2021 | $886,000 | +18.8% | 8,186 | +12.7% | 0.00% | 0.0% |
| Q3 2021 | $746,000 | -5.1% | 7,263 | -4.9% | 0.00% | 0.0% |
| Q2 2021 | $786,000 | +33.2% | 7,638 | +27.8% | 0.00% | 0.0% |
| Q1 2021 | $590,000 | -5.6% | 5,976 | -7.3% | 0.00% | 0.0% |
| Q4 2020 | $625,000 | +56.2% | 6,448 | +48.3% | 0.00% | 0.0% |
| Q3 2020 | $400,000 | – | 4,349 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 1,869,037 | $192,006,000 | 37.91% |
| ASPIRIANT, LLC | 2,693,846 | $276,720,000 | 16.25% |
| Lenox Wealth Advisors, LLC | 965,147 | $99,150,000 | 12.76% |
| SEARCY FINANCIAL SERVICES INC /ADV | 142,965 | $14,687,000 | 8.97% |
| AXS Investments LLC | 153,526 | $15,772,000 | 5.91% |
| Arcus Capital Partners, LLC | 153,526 | $15,772,000 | 5.91% |
| Legacy Capital Wealth Partners, LLC | 4,882,964 | $14,193,000 | 5.55% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 175,709 | $18,050,000 | 4.81% |
| Beta Wealth Group, Inc. | 61,334 | $6,300,000 | 4.54% |
| IRON Financial LLC | 89,348 | $9,179,000 | 4.40% |