Betterment LLC - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 153 filers reported holding ISHARES TR in Q2 2023. 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
Q2 2024$715
+63.2%
10,604
+64.8%
0.00%
+100.0%
Q1 2024$438
+5.8%
6,435
-0.6%
0.00%0.0%
Q4 2023$414
+8.7%
6,475
-2.9%
0.00%0.0%
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 Q2 2023
NameSharesValueWeighting ↓
Walkner Condon Financial Advisors LLC 23,033$1,561,0000.57%
One Wealth Advisors, LLC 18,236$1,235,0000.39%
Compton Wealth Advisory Group, LLC 11,200$758,0000.35%
Horst & Graben Wealth Management LLC 15,717$1,064,0000.30%
Capital CS Group, LLC 4,846$328,0000.27%
FLOW TRADERS U.S. LLC 68,243$4,620,0000.23%
Leonard Rickey Investment Advisors P.L.L.C. 6,794$463,0000.20%
OLD MISSION CAPITAL LLC 72,120$4,883,0000.16%
Goodwin Investment Advisory 1,953$133,0000.14%
Sharkey, Howes & Javer 7,369$499,0000.13%
View complete list of ISHARES TR shareholders