Ownership history in Betterment LLC · 45 quarters on record
This page tracks every 13F SEC filing in which Betterment LLC reported a position in ISHARES TR (ITOT). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 10,680,855 | -258,550 | -2.4% | 3.03% | $1.59B | $148.36 |
| 2025 Q3 | REDUCED | 10,939,405 | -335,914 | -3.0% | 3.15% | $1.59B | $144.85 |
| 2025 Q2 | REDUCED | 11,275,319 | -263,508 | -2.3% | 3.24% | $1.52B | $133.91 |
| 2025 Q1 | REDUCED | 11,538,827 | -262,047 | -2.2% | 3.34% | $1.41B | $120.63 |
| 2024 Q4 | REDUCED | 11,800,874 | -328,010 | -2.7% | 3.62% | $1.52B | $126.80 |
| 2024 Q3 | REDUCED | 12,128,884 | -264,226 | -2.1% | 3.64% | $1.52B | $123.41 |
| 2024 Q2 | REDUCED | 12,393,110 | -300,299 | -2.4% | 3.81% | $1.47B | $116.26 |
| 2024 Q1 | REDUCED | 12,693,409 | -475,818 | -3.6% | 3.93% | $1.46B | $112.53 |
| 2023 Q4 | REDUCED | 13,169,227 | -123,921 | -0.9% | 3.99% | $1.39B | $102.42 |
| 2023 Q3 | REDUCED | 13,293,148 | -109,356 | -0.8% | 3.97% | $1.25B | $91.27 |
As of 2025 Q4 — sorted by position size