Betterment LLC - ISHARES TR ownership

ISHARES TR's ticker is GVI and the CUSIP is 464288612. A total of 229 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Betterment LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,580
+43.8%
15,594
+46.0%
0.01%
+66.7%
Q2 2023$1,099
-3.2%
10,679
-1.7%
0.00%
-25.0%
Q1 2023$1,135
+8.2%
10,866
+6.1%
0.00%0.0%
Q4 2022$1,049
-99.9%
10,241
+28.2%
0.00%
+33.3%
Q3 2022$843,0000.0%7,9900.0%0.00%0.0%
Q2 2022$843,000
-8.5%
7,990
-5.9%
0.00%0.0%
Q1 2022$921,000
-2.6%
8,488
+2.1%
0.00%0.0%
Q4 2021$946,000
+49.7%
8,313
+51.4%
0.00%
+50.0%
Q3 2021$632,000
+5.5%
5,489
+5.9%
0.00%0.0%
Q2 2021$599,000
-3.4%
5,185
-3.9%
0.00%0.0%
Q1 2021$620,000
+203.9%
5,398
+211.8%
0.00%
+100.0%
Q2 2020$204,000
+1.0%
1,731
-1.9%
0.00%0.0%
Q1 2020$202,0001,7640.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
HORIZON BANCORP INC /IN/ 573,971$58,16037.23%
First Citizens Asset Management, Inc. 537,232$54,437,73523.14%
GERMAN AMERICAN BANCORP, INC. 719,014$72,857,68810.60%
Strategic Financial Services, Inc, 1,037,324$105,112,0038.18%
DT Investment Partners, LLC 590,174$59,802,3897.25%
MERIDIAN MANAGEMENT CO 163,879$16,605,8285.42%
Wealthstar Advisors, LLC 138,754$14,059,9865.40%
D L CARLSON INVESTMENT GROUP INC 212,252$21,507,4614.34%
InTrack Investment Management Inc 44,099$4,468,5073.93%
HOWE & RUSLING INC 318,034$32,226,3643.80%
View complete list of ISHARES TR shareholders