Betterment LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.

Quarter-by-quarter ownership
Betterment LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$374
+57.8%
4,189
+65.4%
0.00%0.0%
Q1 2023$237
-99.9%
2,533
+0.5%
0.00%0.0%
Q4 2020$205,000
-24.9%
2,521
-7.8%
0.00%
-50.0%
Q1 2020$273,000
-22.0%
2,735
+25.7%
0.00%0.0%
Q4 2019$350,000
+9.7%
2,176
+1.3%
0.00%0.0%
Q3 2019$319,0000.0%2,1480.0%0.00%0.0%
Q2 2019$319,000
-12.1%
2,148
-12.6%
0.00%0.0%
Q1 2019$363,000
+30.6%
2,459
+16.8%
0.00%0.0%
Q4 2018$278,000
-68.9%
2,106
-60.7%
0.00%
-66.7%
Q3 2018$895,000
-36.4%
5,359
-37.8%
0.01%
-40.0%
Q2 2018$1,408,000
-3.7%
8,622
-9.5%
0.01%
-9.1%
Q1 2018$1,462,000
+123.9%
9,524
+124.1%
0.01%
+120.0%
Q4 2017$653,000
-53.0%
4,250
-54.6%
0.01%
-61.5%
Q3 2017$1,388,000
+5.8%
9,359
-0.2%
0.01%
-7.1%
Q2 2017$1,312,000
-19.4%
9,380
-20.1%
0.01%
-30.0%
Q1 2017$1,628,000
-27.2%
11,745
-26.5%
0.02%
-39.4%
Q4 2016$2,237,000
-0.9%
15,977
-11.7%
0.03%
-13.2%
Q3 2016$2,258,000
+11.1%
18,088
+4.0%
0.04%
-7.3%
Q2 2016$2,033,000
+20.2%
17,398
+16.5%
0.04%
-2.4%
Q1 2016$1,692,000
+74.3%
14,934
+66.3%
0.04%
+40.0%
Q4 2015$971,000
+72.5%
8,981
+67.2%
0.03%
+42.9%
Q3 2015$563,000
+44.4%
5,372
+62.3%
0.02%
+23.5%
Q2 2015$390,000
+59.2%
3,310
+60.5%
0.02%
+21.4%
Q1 2015$245,000
+235.6%
2,062
+231.5%
0.01%
+133.3%
Q4 2014$73,0006220.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders