FALN — iShares

Ownership history in Betterment LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which Betterment LLC reported a position in iShares (FALN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.11% (2025 Q2)
Avg. % of fund
0.04%
First filed
2021 Q1
Last filed
2025 Q3
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,131,975 -686,906 -37.8% 0.06% $31.4M $26.90
2025 Q2 ADDED 1,818,881 +184,079 +11.3% 0.11% $49.4M $25.88
2025 Q1 ADDED 1,634,802 +443,659 +37.2% 0.10% $43.8M $25.13
2024 Q4 ADDED 1,191,143 +215,394 +22.1% 0.08% $31.8M $24.79
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FALN price (monthly, adj. close)

Other funds also holding FALN

As of 2025 Q4 — sorted by position size

KRAEMATON INVESTMENT ADVISORS, INC 3Y 2.83% TOEWS CORP /ADV 3Y 2.25% HF Advisory Group, LLC 3Y 2.24% CAPITAL WEALTH MANAGEMENT, LLC 3Y 7Y 1.71% Petix & Botte Co 3Y 1.37% CONTINUUM WEALTH ADVISORS, LLC 3Y 1.34% Breakwater Capital Group 3Y 1.3% Scarborough Advisors, LLC 3Y 1.27% Wilian Securities, LLC 1.17% Municipal Employees' Retirement System of Michigan 3Y 7Y 1.13%
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