Betterment LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 302 filers reported holding ISHARES INC in Q4 2022. The put-call ratio across all filers is 3.41 and the average weighting 0.5%.

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 Q4 2022
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