Betterment LLC - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 81 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$381
-4.8%
6,666
+1.5%
0.00%0.0%
Q2 2023$400
+2.0%
6,565
-0.2%
0.00%0.0%
Q1 2023$392
-3.0%
6,578
-11.7%
0.00%0.0%
Q4 2022$404
-99.9%
7,446
+3.5%
0.00%0.0%
Q3 2022$375,0000.0%7,1910.0%0.00%0.0%
Q2 2022$375,000
-8.8%
7,191
+6.6%
0.00%0.0%
Q1 2022$411,000
-12.7%
6,743
-1.4%
0.00%0.0%
Q4 2021$471,000
+10.6%
6,842
+8.9%
0.00%0.0%
Q3 2021$426,000
+60.8%
6,281
+60.6%
0.00%0.0%
Q2 2021$265,0003,9110.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 51,691$2,9513.64%
Atlantic Private Wealth, LLC 43,251$2,469,2042.49%
Values Added Financial LLC 39,382$2,248,3182.05%
One Wealth Advisors, LLC 59,852$3,416,9510.76%
Klaas Financial Asset Advisors, LLC 57,596$3,288,1560.74%
TCWP LLC 15,154$865,1650.66%
Walkner Condon Financial Advisors LLC 42,886$2,448,3270.65%
Equita Financial Network, Inc. 17,165$9800.60%
VERITY Wealth Advisors 10,345$590,5960.56%
Parkside Advisors LLC 26,690$1,523,7200.47%
View complete list of ISHARES TR shareholders