Betterment LLC - ISHARES TR ownership

ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 69 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Betterment LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$687
-43.5%
14,546
-37.0%
0.00%
-50.0%
Q2 2023$1,215
-3.0%
23,097
-0.9%
0.00%0.0%
Q1 2023$1,252
+18.9%
23,309
+12.7%
0.00%0.0%
Q4 2022$1,053
-99.9%
20,685
+26.0%
0.00%
+33.3%
Q3 2022$913,0000.0%16,4180.0%0.00%0.0%
Q2 2022$913,000
+6.9%
16,418
+23.2%
0.00%0.0%
Q1 2022$854,000
+3.6%
13,331
+16.7%
0.00%0.0%
Q4 2021$824,000
-6.9%
11,421
-7.7%
0.00%0.0%
Q3 2021$885,000
+22.2%
12,370
+23.5%
0.00%
+50.0%
Q2 2021$724,000
+12.4%
10,014
+6.5%
0.00%0.0%
Q1 2021$644,000
+4.7%
9,399
+16.9%
0.00%
-33.3%
Q4 2020$615,000
+27.9%
8,043
+26.3%
0.00%
+50.0%
Q3 2020$481,000
-10.4%
6,368
-11.1%
0.00%
-33.3%
Q2 2020$537,000
+139.7%
7,162
+128.2%
0.00%
+200.0%
Q1 2020$224,0003,1390.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Stadion Money Management, LLC 438,771$27,485,0000.98%
MKD WEALTH COACHES, LLC 8,298$520,0000.52%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 598,921$37,516,0000.26%
COMERICA SECURITIES,INC. 35,185$2,204,0000.25%
Capital Wealth Planning, LLC 2,025$221,0000.14%
Fulcrum Equity Management 5,887$369,0000.13%
WRAPMANAGER INC 5,119$321,0000.11%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 136,008$8,520,0000.07%
KEYBANK NATIONAL ASSOCIATION/OH 186,223$11,665,0000.07%
ENVESTNET ASSET MANAGEMENT INC 703,685$44,079,0000.06%
View complete list of ISHARES TR shareholders