Betterment LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 250 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Betterment LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$288
-0.7%
12,119
-0.2%
0.00%0.0%
Q2 2023$290
-86.5%
12,149
-86.4%
0.00%
-85.7%
Q1 2023$2,152
-4.2%
89,428
-5.4%
0.01%
-12.5%
Q4 2022$2,246
-99.9%
94,484
-10.4%
0.01%
-11.1%
Q3 2022$2,542,0000.0%105,5070.0%0.01%0.0%
Q2 2022$2,542,000
-9.8%
105,507
-7.8%
0.01%0.0%
Q1 2022$2,818,000
-17.2%
114,405
-13.7%
0.01%
-18.2%
Q4 2021$3,402,000
-5.5%
132,639
-4.3%
0.01%
-8.3%
Q3 2021$3,601,000
-8.3%
138,593
-8.1%
0.01%
-7.7%
Q2 2021$3,927,000150,8200.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
IMPACTfolio, LLC 93,483$2,288,4641.49%
VERITY Wealth Advisors 25,716$629,5280.54%
Parkside Advisors LLC 62,623$1,532,9990.42%
ST GERMAIN D J CO INC 203,164$4,973,4550.26%
Apella Capital, LLC 179,032$4,366,5830.24%
CGN Advisors LLC 37,021$906,2740.13%
Bartlett & Co. LLC 63,876$1,5640.02%
View complete list of ISHARES TR shareholders