Betterment LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 381 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Betterment LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$19,712
-5.4%
219,093
-1.5%
0.06%
-4.6%
Q2 2023$20,836
+3.0%
222,517
-3.5%
0.06%
-1.5%
Q1 2023$20,229
+2.1%
230,475
-4.2%
0.07%
-2.9%
Q4 2022$19,812
-99.9%
240,670
-6.0%
0.07%
-8.1%
Q3 2022$20,655,0000.0%255,9750.0%0.07%0.0%
Q2 2022$20,655,000
-15.5%
255,975
+1.5%
0.07%
-5.1%
Q1 2022$24,434,000
-10.0%
252,314
-1.2%
0.08%
-8.2%
Q4 2021$27,141,000
+4.9%
255,445
-5.3%
0.08%
-2.3%
Q3 2021$25,884,000
-5.8%
269,762
-6.2%
0.09%
-7.4%
Q2 2021$27,478,000
+2.0%
287,606
-6.2%
0.09%
-6.9%
Q1 2021$26,932,000
-0.3%
306,671
-6.5%
0.10%
-10.6%
Q4 2020$27,007,000
+8.9%
327,992
+94.5%
0.11%
-7.4%
Q3 2020$24,801,000
+8.4%
168,613
-1.4%
0.12%0.0%
Q2 2020$22,884,000
+5.1%
171,068
-13.8%
0.12%
-9.6%
Q1 2020$21,775,000
+133.8%
198,368
+185.4%
0.14%
+181.2%
Q4 2019$9,315,000
+14.8%
69,503
+4.4%
0.05%
+4.3%
Q3 2019$8,114,0000.0%66,5790.0%0.05%0.0%
Q2 2019$8,114,000
+21.8%
66,579
+18.2%
0.05%
+15.0%
Q1 2019$6,663,000
+10.5%
56,350
-3.6%
0.04%
-4.8%
Q4 2018$6,030,000
+67.2%
58,460
+93.4%
0.04%
+75.0%
Q3 2018$3,607,000
-0.7%
30,220
-6.1%
0.02%
-7.7%
Q2 2018$3,631,000
+2.1%
32,189
+0.7%
0.03%0.0%
Q1 2018$3,557,000
+537.5%
31,980
+536.5%
0.03%
+550.0%
Q4 2017$558,000
+13.2%
5,024
+6.6%
0.00%
-20.0%
Q3 2017$493,0004,7130.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Divergent Planning, LLC 120,469$12,787,0009.36%
SPINNAKER TRUST 1,061,737$112,810,0007.23%
Roof Eidam Maycock Peralta, LLC 165,837$17,620,0005.95%
WIN ADVISORS, INC 243,769$25,900,0005.93%
Prostatis Group LLC 88,294$9,381,2535.75%
Varma Mutual Pension Insurance Co 3,079,816$327,230,0004.76%
Tradewinds Capital Management, LLC 275,317$29,252,0004.48%
WJ Wealth Management, LLC 48,627$5,164,0003.09%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 50,209$5,335,0002.99%
Stewardship Advisors, LLC 75,584$8,031,0002.89%
View complete list of ISHARES TR shareholders