ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Betterment LLC's Holding History (CIK: 0001633901)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 10,680,855 Value ($000) $1,588 Avg Close — Range —
Q3 2025
Shares 10,939,405 Value ($000) $1,593 Avg Close — Range —
Q2 2025
Shares 11,275,319 Value ($000) $1,523 Avg Close — Range —
Q1 2025
Shares 11,538,827 Value ($000) $1,408 Avg Close — Range —
Q4 2024
Shares 11,800,874 Value ($000) $1,518 Avg Close — Range —
Q3 2024
Shares 12,128,884 Value ($000) $1,524 Avg Close — Range —
Q2 2024
Shares 12,393,110 Value ($000) $1,472 Avg Close — Range —
Q1 2024
Shares 12,693,409 Value ($000) $1,464 Avg Close — Range —
Q4 2023
Shares 13,169,227 Value ($000) $1,386 Avg Close — Range —
Q3 2023
Shares 13,293,148 Value ($000) $1,252 Avg Close — Range —
Q2 2023
Shares 13,402,504 Value ($000) $1,311 Avg Close — Range —
Q1 2023
Shares 13,835,940 Value ($000) $1,253 Avg Close — Range —
Q4 2022
Shares 13,608,449 Value ($000) $1,154 Avg Close — Range —
Q3 2022
Shares 12,220,325 Value ($000) $1,023,819 Avg Close — Range —
Q2 2022
Shares 12,220,325 Value ($000) $1,023,819 Avg Close — Range —
Q1 2022
Shares 11,801,448 Value ($000) $1,191,238 Avg Close — Range —
Q4 2021
Shares 9,946,103 Value ($000) $1,064,034 Avg Close — Range —
Q3 2021
Shares 9,885,391 Value ($000) $972,525 Avg Close — Range —
Q2 2021
Shares 10,042,366 Value ($000) $991,784 Avg Close — Range —
Q1 2021
Shares 10,363,151 Value ($000) $949,265 Avg Close — Range —
Q4 2020
Shares 10,460,625 Value ($000) $901,915 Avg Close — Range —
Q3 2020
Shares 10,611,746 Value ($000) $801,081 Avg Close — Range —
Q2 2020
Shares 10,846,144 Value ($000) $753,156 Avg Close — Range —
Q1 2020
Shares 12,165,421 Value ($000) $695,984 Avg Close — Range —
Q4 2019
Shares 907,015 Value ($000) $65,931 Avg Close — Range —
Q3 2019
Shares 380,438 Value ($000) $25,349 Avg Close — Range —
Q2 2019
Shares 380,438 Value ($000) $25,349 Avg Close — Range —
Q1 2019
Shares 398,487 Value ($000) $25,663 Avg Close — Range —
Q4 2018
Shares 249,109 Value ($000) $14,139 Avg Close — Range —
Q3 2018
Shares 79,250 Value ($000) $5,280 Avg Close — Range —
Q2 2018
Shares 122,890 Value ($000) $7,683 Avg Close — Range —
Q1 2018
Shares 127,940 Value ($000) $7,760 Avg Close — Range —
Q4 2017
Shares 37,146 Value ($000) $2,271 Avg Close — Range —
Q3 2017
Shares 36,210 Value ($000) $2,087 Avg Close — Range —
Q2 2017
Shares 50,364 Value ($000) $2,791 Avg Close — Range —
Q1 2017
Shares 89,457 Value ($000) $4,833 Avg Close — Range —
Q4 2016
Shares 185,996 Value ($000) $9,540 Avg Close — Range —
Q3 2016
Shares 204,340 Value ($000) $10,121 Avg Close — Range —
Q2 2016
Shares 78,347 Value ($000) $7,463 Avg Close — Range —
Q1 2016
Shares 64,002 Value ($000) $5,975 Avg Close — Range —
Q4 2015
Shares 38,037 Value ($000) $3,532 Avg Close — Range —
Q3 2015
Shares 24,634 Value ($000) $2,158 Avg Close — Range —
Q2 2015
Shares 13,260 Value ($000) $1,252 Avg Close — Range —
Q1 2015
Shares 7,376 Value ($000) $699 Avg Close — Range —
Q4 2014
Shares 2,720 Value ($000) $255 Avg Close — Range —