Betterment LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 563 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.6%.

Quarter-by-quarter ownership
Betterment LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$807
+29.3%
6,334
+19.0%
0.00%0.0%
Q1 2024$624
+37.4%
5,321
+22.0%
0.00%
+100.0%
Q4 2023$454
+12.7%
4,362
+2.8%
0.00%0.0%
Q3 2023$403
+14.2%
4,245
+17.5%
0.00%0.0%
Q2 2023$353
+17.7%
3,614
+7.0%
0.00%0.0%
Q1 2023$3003,3770.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
DOLIVER ADVISORS, LP 605,472$71,549,00023.74%
Tennessee Valley Asset Management Partners 329,871$33,00015.64%
Madison Wealth Partners, Inc 262,585$26,516,00015.18%
Legacy Financial Group LLC 453,289$45,773,00013.82%
ForthRight Wealth Management, LLC 185,777$18,760,00011.90%
Mascoma Wealth Management LLC 241,697$24,407,00010.43%
IRONWOOD WEALTH MANAGEMENT, INC. 128,778$13,004,0009.33%
Petix & Botte Co 93,854$9,477,0006.61%
Elevation Capital Advisory, LLC 95,991$9,694,0005.44%
Advanced Asset Management Advisors Inc 239,600$24,195,0005.12%
View complete list of ISHARES TR shareholders