Betterment LLC - ISHARES TR ownership

ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 84 filers reported holding ISHARES TR in Q3 2021. 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$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 Q3 2021
NameSharesValueWeighting ↓
IMPACTfolio, LLC 334,088$13,978,00013.64%
One Wealth Advisors, LLC 301,499$12,615,0004.13%
Sharkey, Howes & Javer 151,885$6,355,0001.38%
Horst & Graben Wealth Management LLC 111,444$4,663,0001.32%
Financial Connections Group, Inc. 35,448$1,483,0001.25%
VERITY Wealth Advisors 20,919$875,0000.90%
Leonard Rickey Investment Advisors P.L.L.C. 45,265$1,894,0000.89%
Spectrum Planning & Advisory Services Inc. 14,141$592,0000.60%
Fulcrum Capital LLC 44,940$1,880,0000.56%
DHK Financial Advisors, Inc. 7,419$311,0000.51%
View complete list of ISHARES TR shareholders