Betterment LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 387 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Betterment LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$259,569
+24.5%
2,678,176
+25.4%
0.82%
+27.2%
Q2 2023$208,419
+33.3%
2,135,441
+35.5%
0.65%
+27.7%
Q1 2023$156,348
+64.9%
1,575,610
+61.1%
0.51%
+55.7%
Q4 2022$94,842
-65.9%
978,157
+37092.3%
0.32%
+32400.0%
Q4 2021$278,000
-26.6%
2,630
-26.8%
0.00%0.0%
Q3 2021$379,0003,5910.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 384,121$39,972,00010.63%
KEATING INVESTMENT COUNSELORS INC 177,090$18,428,0009.65%
Wechter Feldman Wealth Management, Inc. 105,905$11,020,0008.65%
New Capital Management LP 61,137$6,362,0007.00%
Stordahl Capital Management, Inc. 122,699$12,768,0006.61%
Arbor Investment Advisors, LLC 217,617$22,645,0005.91%
Landmark Financial Advisors, LLC 176,058$18,232,0005.78%
Smith & Howard Wealth Management, LLC 91,410$9,512,0005.61%
American Money Management, LLC 117,863$12,265,0005.56%
Parcion Private Wealth LLC 322,390$33,377,0005.10%
View complete list of ISHARES TR shareholders