Betterment LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 604 filers reported holding ISHARES TR in Q2 2023. 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
Q2 2024$335,605
+8.4%
3,373,251
+8.3%
0.87%
+4.6%
Q1 2024$309,563
-2.5%
3,113,375
-3.4%
0.83%
-9.1%
Q4 2023$317,597
+22.4%
3,221,388
+20.3%
0.91%
+11.2%
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 Q2 2023
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 76,913$8,124,0009.32%
ALTFEST L J & CO INC 409,587$43,265,0009.06%
SCHRODERS IS Ltd 277,800$29,344,0008.92%
3EDGE Asset Management, LP 1,063,785$112,368,0008.86%
KEATING INVESTMENT COUNSELORS INC 167,985$17,744,0008.30%
KEYSTONE WEALTH PARTNERS 139,383$14,723,0008.12%
Deane Retirement Strategies, Inc. 131,822$13,924,0007.79%
LWS Wealth Advisors, Inc. 166,127$17,548,0007.69%
First Command Bank 409,117$43,215,0007.42%
First Command Financial Services, Inc. 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders