Betterment LLC - ISHARES TR ownership

ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 70 filers reported holding ISHARES TR in Q2 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$1,679
-4.8%
41,096
-0.8%
0.01%0.0%
Q2 2023$1,764
-17.3%
41,419
-16.1%
0.01%
-28.6%
Q1 2023$2,133
+7.7%
49,351
+5.2%
0.01%0.0%
Q4 2022$1,980
-99.9%
46,916
-4.8%
0.01%
-12.5%
Q3 2022$2,167,0000.0%49,2650.0%0.01%0.0%
Q2 2022$2,167,000
-5.0%
49,265
+0.4%
0.01%
+14.3%
Q1 2022$2,281,000
-6.4%
49,075
-0.5%
0.01%
-12.5%
Q4 2021$2,438,000
+2.8%
49,312
+3.1%
0.01%0.0%
Q3 2021$2,371,000
+63.9%
47,807
+64.2%
0.01%
+60.0%
Q2 2021$1,447,00029,1180.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
IMPACTfolio, LLC 336,441$14,800,00013.95%
One Wealth Advisors, LLC 202,910$8,926,0002.39%
Sharkey, Howes & Javer 151,748$6,675,0001.62%
Horst & Graben Wealth Management LLC 114,072$5,018,0001.36%
Financial Connections Group, Inc. 30,572$1,344,0001.18%
RETIREMENT CAPITAL STRATEGIES 50,107$2,204,0000.99%
VERITY Wealth Advisors 20,919$920,0000.89%
Leonard Rickey Investment Advisors P.L.L.C. 45,670$2,009,0000.88%
Spectrum Planning & Advisory Services Inc. 15,784$694,0000.72%
Goodwin Investment Advisory 18,301$805,061,0000.62%
View complete list of ISHARES TR shareholders