Betterment LLC - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 141 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.31 and the average weighting 0.6%.

Quarter-by-quarter ownership
Betterment LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$239
-23.4%
5,072
-16.1%
0.00%0.0%
Q2 2023$312
-20.4%
6,046
-19.2%
0.00%0.0%
Q1 2023$392
-18.8%
7,484
-22.9%
0.00%
-50.0%
Q4 2022$483
-99.9%
9,703
-9.7%
0.00%0.0%
Q3 2022$573,0000.0%10,7430.0%0.00%0.0%
Q2 2022$573,000
-26.5%
10,743
-15.4%
0.00%0.0%
Q1 2022$780,000
-4.3%
12,705
+8.4%
0.00%
-33.3%
Q4 2021$815,000
-3.2%
11,717
-3.6%
0.00%0.0%
Q3 2021$842,000
-8.8%
12,158
-7.5%
0.00%0.0%
Q2 2021$923,000
-36.7%
13,148
-39.9%
0.00%
-40.0%
Q1 2021$1,458,000
-21.3%
21,867
-13.8%
0.01%
-37.5%
Q4 2020$1,853,000
+43.0%
25,374
+37.8%
0.01%
+33.3%
Q3 2020$1,296,000
-2.6%
18,411
-3.1%
0.01%
-14.3%
Q2 2020$1,331,000
+1.2%
19,000
-8.1%
0.01%
-12.5%
Q1 2020$1,315,000
+117.7%
20,667
+128.0%
0.01%
+166.7%
Q4 2019$604,000
+5.6%
9,064
+0.9%
0.00%0.0%
Q3 2019$572,0000.0%8,9790.0%0.00%0.0%
Q2 2019$572,000
-7.1%
8,979
-12.0%
0.00%
-25.0%
Q1 2019$616,000
-0.8%
10,202
-7.5%
0.00%0.0%
Q4 2018$621,000
-16.1%
11,025
-13.2%
0.00%
-20.0%
Q3 2018$740,000
+6.6%
12,705
+6.0%
0.01%0.0%
Q2 2018$694,000
+38.0%
11,981
+39.7%
0.01%
+25.0%
Q1 2018$503,0008,5760.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Kemper Corp Master Retirement Trust 1,214,973$81,002,00043.65%
NYL Investors LLC 631,600$42,109,0005.38%
Allianz Investment Management U.S. LLC 1,470,000$98,005,0004.79%
AGILIS PARTNERS LLC 122,007$8,134,0003.70%
Carolina Wealth Advisors, LLC 50,275$3,352,0002.45%
Copperleaf Capital, LLC 29,100$1,940,0002.07%
Spectrum Planning & Advisory Services Inc. 26,698$1,780,0001.83%
Lineweaver Wealth Advisors, LLC 75,600$5,040,0001.79%
Cardinal Strategic Wealth Guidance 41,281$2,752,0001.61%
VIVID FINANCIAL MANAGEMENT, INC. 46,981$3,132,0001.44%
View complete list of ISHARES TR shareholders