Betterment LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 207 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Betterment LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$267
+27.1%
12,615
+37.9%
0.00%0.0%
Q2 2023$210
-99.9%
9,148
+9.7%
0.00%0.0%
Q3 2022$202,0000.0%8,3420.0%0.00%0.0%
Q2 2022$202,000
-48.7%
8,342
-38.1%
0.00%0.0%
Q1 2022$394,000
+4.5%
13,478
+9.3%
0.00%0.0%
Q4 2021$377,000
+33.7%
12,326
+19.7%
0.00%0.0%
Q3 2021$282,000
-4.7%
10,294
-3.6%
0.00%0.0%
Q2 2021$296,000
+5.3%
10,679
-3.1%
0.00%0.0%
Q1 2021$281,00011,0180.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 440,321$9,321,6047.25%
Gunma Bank,Ltd. 360,000$7,6215.55%
Wilshire Advisors LLC 469,454$9,938,3395.52%
VIEWPOINT INVESTMENT PARTNERS CORP 299,600$6,342,5325.33%
Morton Brown Family Wealth, LLC 325,273$6,886,0233.52%
Klaas Financial Asset Advisors, LLC 641,793$13,758,5943.12%
Boston Standard Wealth Management, LLC 491,203$10,399,0002.74%
Alhambra Investment Management LLC 196,562$4,161,2132.74%
Waterford Advisors, LLC 229,127$4,850,6112.71%
PDS Planning, Inc 942,167$19,945,6682.58%
View complete list of ISHARES TR shareholders