Mascoma Wealth Management LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 286 filers reported holding ISHARES INC in Q3 2021. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$257,157
-2.8%
2,6950.0%0.08%
-1.2%
Q2 2023$264,568
-1.5%
2,6950.0%0.08%
+2.5%
Q1 2023$268,503
-11.6%
2,695
-15.6%
0.08%
-17.7%
Q4 2022$303,589
+7.3%
3,1950.0%0.10%
-2.0%
Q3 2022$283,000
-6.3%
3,1950.0%0.10%
-4.9%
Q2 2022$302,000
-9.9%
3,1950.0%0.10%
-3.7%
Q1 2022$335,000
-3.2%
3,1950.0%0.11%
-10.8%
Q4 2021$346,000
+5.5%
3,1950.0%0.12%
-5.5%
Q3 2021$328,000
-0.3%
3,1950.0%0.13%
-9.9%
Q2 2021$329,000
+4.4%
3,1950.0%0.14%
+3.7%
Q1 2021$315,000
+1.6%
3,1950.0%0.14%
-12.3%
Q4 2020$310,000
+5.8%
3,195
+3.2%
0.16%
-16.2%
Q3 2019$293,000
+6.2%
3,095
+3.3%
0.18%
+6.9%
Q2 2019$276,000
+922.2%
2,995
+898.3%
0.17%
+861.1%
Q1 2019$27,000
+12.5%
3000.0%0.02%0.0%
Q4 2018$24,000
-54.7%
300
-50.0%
0.02%
-48.6%
Q3 2018$53,000
+6.0%
6000.0%0.04%0.0%
Q2 2018$50,0000.0%6000.0%0.04%
+6.1%
Q1 2018$50,000
-2.0%
6000.0%0.03%
+6.5%
Q4 2017$51,000
+4.1%
6000.0%0.03%
-6.1%
Q3 2017$49,000
+4.3%
6000.0%0.03%
+3.1%
Q2 2017$47,000
+2.2%
6000.0%0.03%
-3.0%
Q1 2017$46,000
+58.6%
600
+50.0%
0.03%
+57.1%
Q4 2016$29,0004000.02%
Other shareholders
ISHARES INC shareholders Q3 2021
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