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 ↓
GERMAN AMERICAN BANCORP, INC. 280,962$30,161,0009.03%
Wealthstar Advisors, LLC 124,675$13,406,0007.89%
Hilton Capital Management, LLC 418,982$44,978,0006.72%
Johnson Financial Group, Inc. 494,022$53,100,0005.42%
NORTHWEST INVESTMENT COUNSELORS, LLC 128,073$13,749,0005.28%
Strategic Financial Services, Inc, 254,150$27,283,0004.06%
Towercrest Capital Management 71,007$7,623,0002.25%
TRUE Private Wealth Advisors 134,845$14,475,615,0002.04%
Hugh Johnson Advisors LLC 68,575$7,362,0002.04%
FARMERS & MERCHANTS INVESTMENTS INC 269,644$28,946,0001.97%
View complete list of ISHARES TR shareholders