Betterment LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 311 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
Q2 2024$348
+67.3%
5,300
+71.0%
0.00%0.0%
Q1 2024$208
-96.1%
3,099
-96.5%
0.00%
-94.1%
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 ↓
WealthStone, Inc. 376,352$20,627,853,0009.25%
Wealthquest Corp 203,579$12,499,0004.72%
KEMPER Corp 425,689$23,332,0003.43%
Columbus Macro, LLC 264,243$14,483,0003.11%
FDx Advisors, Inc. 740,806$40,604,0001.59%
Cornerstone Wealth Group, LLC 93,321$5,115,0001.38%
Northwest Capital Management Inc 20,722$1,136,0001.24%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 75,162$4,120,0001.10%
MV CAPITAL MANAGEMENT, INC. 77,475$4,246,0000.98%
Global Strategic Investment Solutions, LLC 33,575$1,840,0000.93%
View complete list of ISHARES TR shareholders