Betterment LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 633 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 8.72 and the average weighting 0.8%.

Quarter-by-quarter ownership
Betterment LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$484
+4.1%
21,977
+8.3%
0.00%
+100.0%
Q2 2023$465
+34.4%
20,289
+37.0%
0.00%0.0%
Q1 2023$346
-16.2%
14,805
-18.5%
0.00%0.0%
Q4 2022$413
-99.9%
18,160
+25.6%
0.00%0.0%
Q3 2022$346,0000.0%14,4640.0%0.00%0.0%
Q2 2022$346,00014,4640.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 545,022$12,742,61318.50%
Spectrum Asset Management, Inc. (NB/CA) 1,225,801$28,659,23914.18%
Nationwide Fund Advisors 5,310,252$124,153,69212.50%
ACCESS FINANCIAL SERVICES, INC. 746,293$17,448,33010.60%
ERTS Wealth Advisors, LLC 1,855,616$43,384,29510.51%
SCS Capital Management LLC 13,479,432$315,148,9929.28%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 763,991$17,862,1107.36%
ALTERNA WEALTH MANAGEMENT, INC 224,659$5,252,5276.58%
FFG RETIREMENT ADVISORS LLC 320,731$7,498,6916.42%
Williams Financial, LLC 337,372$7,887,7686.16%
View complete list of ISHARES TR shareholders