Betterment LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 129 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Betterment LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,050
-1.4%
599,715
+3.0%
0.04%0.0%
Q2 2023$13,235
+19.7%
582,014
+21.2%
0.04%
+13.9%
Q1 2023$11,054
+10.8%
480,181
+7.3%
0.04%
+5.9%
Q4 2022$9,975
-99.9%
447,310
+19.4%
0.03%
+9.7%
Q3 2022$8,670,0000.0%374,5210.0%0.03%0.0%
Q2 2022$8,670,000
-11.8%
374,521
-4.2%
0.03%0.0%
Q1 2022$9,825,000
-0.4%
390,969
+8.1%
0.03%0.0%
Q4 2021$9,866,000
+29.7%
361,536
+30.7%
0.03%
+24.0%
Q3 2021$7,606,000
+51.2%
276,586
+52.4%
0.02%
+47.1%
Q2 2021$5,031,000
+1109.4%
181,511
+1075.0%
0.02%
+750.0%
Q1 2021$416,00015,4480.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
IMPACTfolio, LLC 312,779$7,241,0006.82%
One Wealth Advisors, LLC 176,009$4,075,0001.09%
Long Run Wealth Advisors, LLC 112,976$2,615,0001.01%
Fingerlakes Wealth Management, Inc. 27,795$643,0000.88%
Level Financial Advisors 29,595$685,0000.50%
Topel & Distasi Wealth Management, LLC 36,657$849,0000.49%
First Affirmative Financial Network 17,627$408,0000.46%
CWM, LLC 2,037,926$47,178,0000.36%
Bigelow Investment Advisors, LLC 23,076$534,0000.29%
Neumann Capital Management, LLC 23,925$554,0000.28%
View complete list of ISHARES TR shareholders