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 ↓
FLOW TRADERS U.S. LLC 175,020$11,360,0000.62%
One Wealth Advisors, LLC 12,751$828,0000.32%
Horst & Graben Wealth Management LLC 14,075$914,0000.29%
Walkner Condon Financial Advisors LLC 6,054$393,0000.15%
Sharkey, Howes & Javer 7,060$458,0000.14%
Adero Partners, LLC 4,232$275,0000.12%
Goodwin Investment Advisory 1,500$97,0000.11%
55I, LLC 33,893$2,200,0000.11%
WEALTHSOURCE PARTNERS, LLC 15,902$1,032,0000.10%
Austin Private Wealth, LLC 5,183$336,0000.09%
View complete list of ISHARES TR shareholders