Betterment LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 187 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Betterment LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$465
+16.0%
7,330
+21.6%
0.00%0.0%
Q2 2023$401
+6.4%
6,028
+8.5%
0.00%0.0%
Q1 2023$377
+7.4%
5,558
+2.7%
0.00%0.0%
Q4 2022$351
-99.9%
5,413
+20.0%
0.00%0.0%
Q3 2022$312,0000.0%4,5100.0%0.00%0.0%
Q2 2022$312,000
+15.1%
4,510
+24.7%
0.00%0.0%
Q1 2022$271,0003,6180.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
New Vernon Capital Holdings II LLC 28,836$1,584,0005.92%
AIA Group Ltd 61,600$3,384,0005.08%
Psagot Value Holdings Ltd. 1,982,760$108,913,0004.67%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 192,901$10,628,0004.52%
Barber Financial Group, Inc. 208,730$11,466,0004.14%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 62,807$3,460,0004.10%
CUMBERLAND ADVISORS INC 78,060$4,288,0003.06%
SPINNAKER TRUST 412,678$22,669,0003.05%
Circle Wealth Management, LLC 76,400$4,197,0002.24%
Donald L. Hagan, LLC 41,740$2,293,0002.16%
View complete list of ISHARES TR shareholders