Betterment LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 308 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Betterment LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$5,316
-0.7%
87,912
-8.1%
0.02%
-5.6%
Q4 2022$5,355
-99.9%
95,659
-7.9%
0.02%
-10.0%
Q3 2022$5,583,0000.0%103,8880.0%0.02%0.0%
Q2 2022$5,583,000
-20.0%
103,888
-5.2%
0.02%
-9.1%
Q1 2022$6,977,000
-13.2%
109,642
-7.9%
0.02%
-12.0%
Q4 2021$8,039,000
-4.3%
118,994
-5.3%
0.02%
-10.7%
Q3 2021$8,396,000
-15.4%
125,656
-14.6%
0.03%
-17.6%
Q2 2021$9,919,000147,0570.03%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Bank of Finland 8,471,570$539,046,00033.11%
TFC Financial Management, Inc. 1,072,650$68,253,00019.47%
WIPFLI FINANCIAL ADVISORS LLC, 2,579,866$164,156,891,00016.57%
AAF Wealth Management, LLC 271,414$17,350,00011.40%
Heritage Financial Services, LLC 185,121$11,779,0007.70%
Trust Co 572,922$36,455,0007.11%
Global Strategic Investment Solutions, LLC 1,634,141$103,980,0006.50%
Capital Asset Advisory Services LLC 845,952$53,828,0005.73%
MCF Advisors LLC 941,651$59,917,0005.63%
ARROW FINANCIAL CORP 648,259$41,249,0004.94%
View complete list of ISHARES TR shareholders