Betterment LLC - ISHARES TR ownership

ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 348 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$14,924
-2.2%
443,495
+3.3%
0.05%0.0%
Q2 2023$15,255
+24.7%
429,472
+19.3%
0.05%
+17.5%
Q1 2023$12,232
+20.0%
359,867
+16.0%
0.04%
+14.3%
Q4 2022$10,197
-95.9%
310,133
+3827.2%
0.04%
+3400.0%
Q3 2022$249,0000.0%7,8970.0%0.00%0.0%
Q2 2022$249,000
-3.1%
7,897
+17.0%
0.00%0.0%
Q1 2022$257,0006,7480.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 142,803$4,8055.93%
Dunhill Financial, LLC 190,521$6,380,5364.02%
FLPUTNAM INVESTMENT MANAGEMENT CO 2,006,299$67,511,9591.87%
BLUESTEM FINANCIAL ADVISORS, LLC 84,959$2,858,8561.74%
WRAPMANAGER INC 147,970$4,979,1911.59%
IMPACTfolio, LLC 65,153$2,192,3981.58%
Laurel Wealth Planning LLC 41,861$1,4091.10%
HILL ISLAND FINANCIAL LLC 81,564$2,744,6281.09%
Parkside Advisors LLC 103,194$3,486,1051.08%
REGATTA CAPITAL GROUP, LLC 101,368$3,411,0481.08%
View complete list of ISHARES TR shareholders