Betterment LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 217 filers reported holding ISHARES TR in Q3 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 Q3 2021
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 380,750$8,730,5866.99%
VIEWPOINT INVESTMENT PARTNERS CORP 334,700$7,674,6716.11%
Wilshire Advisors LLC 455,421$10,442,8045.59%
RFP Financial Group LLC 163,042$3,738,5124.30%
Gunma Bank,Ltd. 420,000$9,6314.24%
Morton Brown Family Wealth, LLC 279,500$6,408,9313.82%
Lester Murray Antman dba SimplyRich 417,494$9,5733.60%
Klaas Financial Asset Advisors, LLC 616,171$14,128,7993.27%
Oakwell Private Wealth Management, LLC 289,951$6,648,5833.03%
Boston Standard Wealth Management, LLC 442,314$10,142,0002.91%
View complete list of ISHARES TR shareholders