Betterment LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 941 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.05 and the average weighting 0.4%.

Quarter-by-quarter ownership
Betterment LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$970
-3.5%
32,167
-1.0%
0.00%0.0%
Q2 2023$1,005
+13.9%
32,495
+12.5%
0.00%0.0%
Q4 2022$882
-99.9%
28,880
+18.6%
0.00%0.0%
Q1 2022$887,000
-8.6%
24,359
-1.0%
0.00%0.0%
Q4 2021$970,000
+23.9%
24,607
+22.0%
0.00%0.0%
Q3 2021$783,000
+5.1%
20,170
+6.5%
0.00%0.0%
Q2 2021$745,000
+2.6%
18,933
+0.1%
0.00%0.0%
Q1 2021$726,000
+15.4%
18,918
+15.8%
0.00%0.0%
Q4 2020$629,000
+8.4%
16,342
+2.7%
0.00%0.0%
Q3 2020$580,000
+5.5%
15,905
+0.1%
0.00%0.0%
Q2 2020$550,000
+139.1%
15,891
+159.2%
0.00%
+200.0%
Q4 2019$230,000
-61.4%
6,131
-59.4%
0.00%
-90.0%
Q3 2016$596,000
+0.8%
15,090
+1.9%
0.01%
-16.7%
Q2 2016$591,00014,8150.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$134,46946.73%
HARVEST VOLATILITY MANAGEMENT LLC 19,330$582,80019.33%
Edge Wealth Management LLC 1,511,573$45,573,93610.65%
Montis Financial, LLC 379,733$11,448,9377.67%
Sowa Financial Group, Inc. 287,082$8,6566.50%
Glaxis Capital Management, LLC 30,000$904,5005.77%
Spectrum Asset Management, Inc. 223,029$6,724,3425.74%
REDMONT WEALTH ADVISORS LLC 96,279$2,902,8125.10%
Insight Wealth Strategies, LLC 864,388$26,061,3055.03%
Moser Wealth Advisors, LLC 228,486$6,888,8574.84%
View complete list of ISHARES TR shareholders