Betterment 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
Betterment LLC ownership history of ISHARES INC
ValueSharesWeighting
Q1 2023$3,511
-5.3%
36,284
-7.0%
0.01%
-15.4%
Q4 2022$3,706
-99.9%
38,997
-11.6%
0.01%
-13.3%
Q3 2022$4,170,0000.0%44,1250.0%0.02%0.0%
Q2 2022$4,170,000
-17.7%
44,125
-8.7%
0.02%
-6.2%
Q1 2022$5,068,000
-14.5%
48,352
-11.7%
0.02%
-11.1%
Q4 2021$5,930,000
-3.8%
54,769
-8.8%
0.02%
-14.3%
Q3 2021$6,167,000
-9.5%
60,030
-9.4%
0.02%
-8.7%
Q2 2021$6,814,00066,2430.02%
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