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Ishares Tr shares owned by Betterment

Quarter-by-quarter ownership of Ishares Tr (ICOP) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Ishares Tr

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All positions including Ishares Tr held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Betterment

Quarter filed Position value Share count Share price at filing
2026-03-31 $240k 5.0k 47.66

More positions owned by Betterment

Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
SPDR State Street Global Advisors State Street Spd (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Ttl Stk (ITOT)
SPDR State Street Global Advisors State Street Spd (SPMD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
SPDR State Street Global Advisors State Street Spd (SPSM)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Goldman Sachs Activebeta Us Lg (GSLC)
JP Morgan Ultra Shrt Etf (JPST)

View all positions for Betterment

Top funds holding Ishares Tr

Municipal Employees' Retirement System of Michigan
LPL Financial
Spider Management Company
Jane Street
Whitney & Company
Susquehanna International
Citadel Advisors
Steward Partners Investment Advisory
Raymond James Financial
Old Mission Capital
Kera Capital Partners
Belvedere Trading
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Titleist Asset Management
HighTower Advisors

View all funds holding Ishares Tr