Betterment LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 306 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Betterment LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,181
+4.3%
24,217
+5.5%
0.00%0.0%
Q2 2023$1,132
+4.1%
22,960
+3.4%
0.00%0.0%
Q1 2023$1,087
-12.6%
22,212
-15.0%
0.00%0.0%
Q4 2022$1,243
-99.9%
26,133
-40.8%
0.00%
-50.0%
Q3 2022$2,201,0000.0%44,1800.0%0.01%0.0%
Q2 2022$2,201,000
-17.9%
44,180
-14.1%
0.01%
-11.1%
Q1 2022$2,681,000
-13.6%
51,422
-9.6%
0.01%
-10.0%
Q4 2021$3,103,000
+155.6%
56,906
+157.9%
0.01%
+150.0%
Q3 2021$1,214,000
+7.1%
22,063
+7.3%
0.00%0.0%
Q2 2021$1,133,000
+44.9%
20,568
+44.3%
0.00%
+33.3%
Q1 2021$782,000
+75.7%
14,252
+80.0%
0.00%
+50.0%
Q4 2020$445,000
-1.8%
7,917
-2.7%
0.00%0.0%
Q3 2020$453,000
-24.0%
8,139
-23.9%
0.00%
-33.3%
Q2 2020$596,000
+52.0%
10,696
+49.1%
0.00%
+50.0%
Q1 2020$392,0007,1760.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
AGINCOURT CAPITAL MANAGEMENT, LLC 413,160$20,153,94521.74%
Matson Money. Inc. 8,558,512$417,484,21515.10%
PRUDENT INVESTORS NETWORK, INC. 317,331$15,479,3827.25%
Boston Standard Wealth Management, LLC 518,831$25,309,0006.68%
Stewardship Advisors, LLC 341,806$16,673,3116.51%
N.E.W. Advisory Services LLC 896,064$43,710,0476.22%
SYON CAPITAL LLC 990,313$48,307,4686.01%
Compton Financial Group, LLC 316,196$15,424,0785.86%
PENOBSCOT WEALTH MANAGEMENT 147,101$7,1765.44%
Kooman & Associates 212,287$10,355,3605.24%
View complete list of ISHARES TR shareholders