Betterment LLC - ISHARES TR ownership

ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 60 filers reported holding ISHARES TR in Q3 2021. 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
Q3 2023$43,998
+0.2%
974,909
+3.4%
0.14%
+2.2%
Q2 2023$43,894
+3.7%
943,138
+5.0%
0.14%
-0.7%
Q1 2023$42,309
+4.9%
898,470
+2.4%
0.14%
-0.7%
Q4 2022$40,331
-99.9%
877,329
+8.3%
0.14%0.0%
Q3 2022$38,687,0000.0%810,0270.0%0.14%0.0%
Q2 2022$38,687,000
-5.0%
810,027
+0.6%
0.14%
+6.2%
Q1 2022$40,718,000
+0.0%
804,858
+7.3%
0.13%
+2.4%
Q4 2021$40,712,000
+19.2%
750,306
+20.6%
0.13%
+11.4%
Q3 2021$34,148,000
+25.6%
622,349
+25.3%
0.11%
+22.6%
Q2 2021$27,181,000
+36.9%
496,548
+36.7%
0.09%
+24.0%
Q1 2021$19,861,000
+55.4%
363,291
+59.9%
0.08%
+38.9%
Q4 2020$12,778,000227,1700.05%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Stewardship Advisors, LLC 69,604$3,819,0001.45%
NICOLA WEALTH MANAGEMENT LTD. 155,000$8,505,0000.88%
Blue Barn Wealth, LLC 14,460$793,0000.70%
Berger Financial Group, Inc 53,075$2,912,0000.52%
FundX Investment Group, LLC 19,843$1,089,0000.52%
LFA - Lugano Financial Advisors SA 10,000$549,0000.36%
Mascoma Wealth Management LLC 11,573$635,0000.25%
Lokken Investment Group LLC 5,399$296,0000.24%
KESTRA PRIVATE WEALTH SERVICES, LLC 74,285$4,076,0000.23%
WEDBUSH SECURITIES INC 71,866$3,943,0000.19%
View complete list of ISHARES TR shareholders