Betterment LLC - ISHARES TR ownership

ISHARES TR's ticker is NYF and the CUSIP is 464288323. A total of 109 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Betterment LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,825
+0.2%
114,151
+4.6%
0.02%0.0%
Q2 2023$5,811
+6.1%
109,115
+6.6%
0.02%0.0%
Q1 2023$5,475
+9.3%
102,323
+7.0%
0.02%
+5.9%
Q4 2022$5,011
-99.9%
95,626
+11.9%
0.02%
+6.2%
Q3 2022$4,496,0000.0%85,4760.0%0.02%0.0%
Q2 2022$4,496,000
-13.8%
85,476
-10.6%
0.02%
-5.9%
Q1 2022$5,214,000
-9.6%
95,588
-3.9%
0.02%
-5.6%
Q4 2021$5,767,000
+14.8%
99,495
+14.6%
0.02%
+5.9%
Q3 2021$5,024,000
+5.7%
86,827
+6.8%
0.02%
+6.2%
Q2 2021$4,751,000
+17.0%
81,275
+15.5%
0.02%
+6.7%
Q1 2021$4,061,000
+54.6%
70,395
+56.1%
0.02%
+36.4%
Q4 2020$2,627,000
+14.8%
45,092
+13.2%
0.01%0.0%
Q3 2020$2,289,000
+14.4%
39,840
+14.6%
0.01%0.0%
Q2 2020$2,001,000
+15.3%
34,775
+13.3%
0.01%0.0%
Q1 2020$1,735,000
-0.5%
30,704
+0.5%
0.01%
+22.2%
Q4 2019$1,744,000
+13.2%
30,564
+12.7%
0.01%0.0%
Q3 2019$1,540,0000.0%27,1250.0%0.01%0.0%
Q2 2019$1,540,000
+18.9%
27,125
+17.0%
0.01%
+12.5%
Q1 2019$1,295,000
+107.5%
23,193
+103.7%
0.01%
+100.0%
Q4 2018$624,000
-3.9%
11,388
-4.6%
0.00%0.0%
Q3 2018$649,000
-12.2%
11,938
-11.5%
0.00%
-20.0%
Q2 2018$739,000
+6.2%
13,494
+5.5%
0.01%0.0%
Q1 2018$696,000
+22.1%
12,792
+25.1%
0.01%0.0%
Q4 2017$570,000
+39.4%
10,226
+180.2%
0.01%
+25.0%
Q3 2017$409,000
+40.5%
3,649
+40.1%
0.00%
+33.3%
Q2 2017$291,000
+4.7%
2,604
+6.7%
0.00%
-40.0%
Q3 2016$278,000
-72.0%
2,440
-71.7%
0.01%
-75.0%
Q2 2016$993,000
+5.5%
8,613
+3.3%
0.02%
-13.0%
Q1 2016$941,000
+3.3%
8,335
+2.4%
0.02%
-17.9%
Q4 2015$911,000
-19.2%
8,136
-20.0%
0.03%
-34.9%
Q3 2015$1,128,000
-22.2%
10,176
-23.1%
0.04%
-30.6%
Q2 2015$1,450,000
+3.3%
13,228
+5.9%
0.06%
-23.5%
Q1 2015$1,403,000
+1141.6%
12,496
+1136.0%
0.08%
+710.0%
Q4 2014$113,0001,0110.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Bouchey Financial Group Ltd 104,524$6,089,0001.04%
CAPRIN ASSET MANAGEMENT LLC /ADV 21,487$1,252,0000.94%
ARROW FINANCIAL CORP 77,689$4,526,0000.88%
Israel Discount Bank of New York 15,550$906,0000.66%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 11,381$663,0000.56%
AllSquare Wealth Management LLC 10,831$631,0000.42%
NexWave Capital Partners LLC 4,000$233,0000.36%
MIRSKY FINANCIAL MANAGEMENT CORP. 9,989$582,0000.30%
Source Financial Advisors LLC 17,300$1,008,0000.27%
Eagle Ridge Investment Management 27,456$1,599,0000.20%
View complete list of ISHARES TR shareholders