Betterment LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 199 filers reported holding ISHARES TR in Q2 2023. 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
Q2 2024$23,560
+52.8%
1,036,957
+54.6%
0.06%
+48.8%
Q1 2024$15,416
+7.4%
670,565
+8.7%
0.04%0.0%
Q4 2023$14,353
+10.0%
616,795
+2.8%
0.04%0.0%
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 Q2 2023
NameSharesValueWeighting ↓
IMPACTfolio, LLC 270,119$7,372,0006.46%
First Pacific Financial 229,755$6,270,0003.02%
Prostatis Group LLC 172,728$4,713,7472.89%
Synergy Asset Management, LLC 241,903$6,602,0001.57%
Long Run Wealth Advisors, LLC 96,767$2,641,0000.92%
Colonial River Wealth Management, LLC 51,068$1,394,0000.75%
Fingerlakes Wealth Management, Inc. 19,606$536,0000.60%
Level Financial Advisors 27,136$741,0000.56%
PECAUT & CO. 34,521$942,0000.48%
First Affirmative Financial Network 17,863$487,0000.44%
View complete list of ISHARES TR shareholders