SEC 13F Intelligence

Betterment LLC / ESML

Betterment LLC’s Ishares Tr Position

Does Betterment LLC own Ishares Tr (ESML)? Yes1.79M shares worth $84M (+0.16% of its 13F portfolio) as of Q1 2026, up from 1.78M shares the prior filed quarter.

Position Value
$84M
Q1 2026
Shares
1.79M
% of Portfolio
+0.16%
Quarters Held
17
currently held

Position History ESML

Reported value by quarter
Q1 ’22: $257,000Q1 ’22Q2 ’22: $249,000Q3 ’22: $249,000Q4 ’22: $10MQ4 ’22Q1 ’23: $12MQ2 ’23: $15MQ3 ’23: $15MQ3 ’23Q4 ’23: $16MQ1 ’24: $19MQ2 ’24: $53MQ2 ’24Q3 ’24: $62MQ4 ’24: $67MQ1 ’25: $63MQ1 ’25Q2 ’25: $72MQ3 ’25: $80MQ4 ’25: $82MQ4 ’25Q1 ’26: $84Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.79M$84M+0.16%
Q4 20251.78M$82M+0.16%
Q3 20251.78M$80M+0.16%
Q2 20251.75M$72M+0.15%
Q1 20251.63M$63M+0.15%
Q4 20241.60M$67M+0.16%
Q3 20241.49M$62M+0.15%
Q2 20241.38M$53M+0.14%
Q1 2024474.4K$19M+0.05%
Q4 2023430.7K$16M+0.05%
Q3 2023443.5K$15M+0.05%
Q2 2023429.5K$15M+0.05%
Q1 2023359.9K$12M+0.04%
Q4 2022310.1K$10M+0.03%
Q3 20227.9K$249,0000.00%
Q2 20227.9K$249,0000.00%
Q1 20226.7K$257,0000.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Betterment LLC’s full portfolio or all institutional holders of ESML.