Betterment LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 477 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Betterment LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,839
-8.2%
142,315
-7.3%
0.02%
-10.0%
Q2 2023$6,364
-11.8%
153,528
-11.3%
0.02%
-13.0%
Q1 2023$7,212
-3.2%
173,044
-5.0%
0.02%
-11.5%
Q4 2022$7,450
-99.9%
182,192
-32.9%
0.03%
-33.3%
Q3 2022$11,007,0000.0%271,4310.0%0.04%0.0%
Q2 2022$11,007,000
-20.0%
271,431
-13.2%
0.04%
-11.4%
Q1 2022$13,753,000
+35.7%
312,862
+39.8%
0.04%
+37.5%
Q4 2021$10,135,000
+44.8%
223,730
+46.1%
0.03%
+39.1%
Q3 2021$7,000,000
+37.6%
153,179
+38.6%
0.02%
+35.3%
Q2 2021$5,089,000
+87.4%
110,481
+86.4%
0.02%
+70.0%
Q1 2021$2,715,000
-8.7%
59,274
-9.4%
0.01%
-16.7%
Q4 2020$2,974,00065,4490.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Liberty Mutual Group Asset Management Inc. 3,070,354$127,97229.02%
KilterHowling LLC 351,015$14,630,29414.27%
DELPHI FINANCIAL GROUP, INC. 607,950$25,339,35612.49%
Mader & Shannon Wealth Management, Inc. 441,347$18,395,34312.13%
RETIREMENT FINANCIAL SOLUTIONS, LLC 341,117$14,217,75511.30%
Thrive Capital Management, LLC 211,453$8,735,1435.51%
FINANCIAL ADVISORY PARTNERS, LLC 315,286$13,141,1205.20%
Financial Strategies Group, Inc. 321,271$13,390,5755.16%
Powers Advisory Group, LLC 161,109$6,715,0054.69%
Sound Income Strategies, LLC 1,013,376$42,237,5114.59%
View complete list of ISHARES TR shareholders