Betterment LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 110 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Betterment LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,936
+6.0%
50,048
+7.5%
0.01%0.0%
Q1 2024$1,826
+17.9%
46,545
+3.0%
0.01%
+25.0%
Q4 2023$1,549
+6.8%
45,177
-1.9%
0.00%
-20.0%
Q3 2023$1,450
+11.5%
46,054
+17.5%
0.01%
+25.0%
Q2 2023$1,301
+17.6%
39,184
+14.5%
0.00%0.0%
Q1 2023$1,106
+22.9%
34,215
+17.2%
0.00%
+33.3%
Q4 2022$900
-99.9%
29,185
+8.8%
0.00%0.0%
Q3 2022$803,0000.0%26,8140.0%0.00%0.0%
Q2 2022$803,000
-3.0%
26,814
+14.8%
0.00%0.0%
Q1 2022$828,000
+73.9%
23,353
+86.6%
0.00%
+200.0%
Q4 2021$476,000
+37.6%
12,512
+37.5%
0.00%0.0%
Q3 2021$346,0009,0990.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
STRINGER ASSET MANAGEMENT, LLC 101,333$3,810,0003.98%
ATWOOD & PALMER INC 922,556$34,688,0003.34%
Klaas Financial Asset Advisors, LLC 317,354$11,933,0003.33%
Armbruster Capital Management, Inc. 277,333$10,428,0003.09%
1900 WEALTH MANAGEMENT LLC 1,041,054$39,144,0002.96%
OmniStar Financial Group, Inc. 49,198$1,850,0002.35%
MorganRosel Wealth Management, LLC 94,849$3,566,0002.25%
ATLAS CAPITAL ADVISORS LLC 300,867$11,312,599,0002.20%
Kathmere Capital Management, LLC 269,872$10,147,0002.01%
Tacita Capital Inc 66,355$2,495,0001.62%
View complete list of ISHARES TR shareholders