iShares Trust - iShares TIPS 債券 ETF
CL ˙ SNSE ˙ US4642871762
SecurityCL:TIP / iShares Trust - iShares TIPS Bond ETF
InstitutionBetterment LLC
Latest Disclosed Ownership21,232 shares
Latest Disclosed Value $ 2,343
Betterment LLC reports 10.51% increase in ownership of TIP / iShares Trust - iShares TIPS Bond ETF

On May 14, 2026 - Betterment LLC filed a 13F-HR form disclosing ownership of 21,232 shares of iShares Trust - iShares TIPS Bond ETF (CL:TIP) valued at $2,343 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 19,213 shares of iShares Trust - iShares TIPS Bond ETF. This represents a change in shares of 10.51% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F ISHARES TR TIPS BD ETF 464287176 21,232 2,019 10.51 2 0.00 0.0044
2026-02-12 2025-12-31 13F ISHARES TR TIPS BD ETF 464287176 19,213 1,860 10.72 2 100.00 0.0040
2025-11-13 2025-09-30 13F ISHARES TR TIPS BD ETF 464287176 17,353 197 1.15 2 0.00 0.0038
2025-08-14 2025-06-30 13F ISHARES TR TIPS BD ETF 464287176 17,156 453 2.71 2 0.00 0.0040
2025-05-15 2025-03-31 13F ISHARES TR TIPS BD ETF 464287176 16,703 -7,667 -31.46 2 -50.00 0.0044
2025-02-14 2024-12-31 13F ISHARES TR TIPS BD ETF 464287176 24,370 4,080 20.11 3 0.00 0.0062
2024-11-14 2024-09-30 13F ISHARES TR TIPS BD ETF 464287176 20,290 -1,250 -5.80 2 0.00 0.0053
2024-08-14 2024-06-30 13F ISHARES TR TIPS BD ETF 464287176 21,540 1,159 5.69 2 0.00 0.0060
2024-05-10 2024-03-31 13F ISHARES TR TIPS BD ETF 464287176 20,381 433 2.17 2 0.00 0.0059
2024-02-09 2023-12-31 13F ISHARES TR TIPS BD ETF 464287176 19,948 1,213 6.47 2 100.00 0.0062
2023-11-09 2023-09-30 13F ISHARES TR TIPS BD ETF 464287176 18,735 -797 -4.08 2 -50.00 0.0062
2023-08-07 2023-06-30 13F ISHARES TR TIPS BD ETF 464287176 19,532 1,036 5.60 2 0.00 0.0065
2023-05-15 2023-03-31 13F ISHARES TR TIPS BD ETF 464287176 18,496 737 4.15 2 100.00 0.0066
2023-02-13 2022-12-31 13F ISHARES TR TIPS BD ETF 464287176 17,759 6,994 64.97 2 -99.92 0.0065
2022-11-14 2022-09-30 13F ISHARES TR TIPS BD ETF 464287176 10,765 0 0.00 1,226 0.00 0.0044
2022-08-10 2022-06-30 13F ISHARES TR TIPS BD ETF 464287176 10,765 6,423 147.93 1,226 126.62 0.0044
2022-05-16 2022-03-31 13F ISHARES TR Common 464287176 4,342 529 13.87 541 9.74 0.0017
2022-02-15 2021-12-31 13F ISHARES TR Common 464287176 3,813 911 31.39 493 32.88 0.0015
2021-11-15 2021-09-30 13F ISHARES TR Common 464287176 2,902 655 29.15 371 28.82 0.0012
2021-08-10 2021-06-30 13F ISHARES TR Common 464287176 2,247 -793 -26.09 288 -24.61 0.0010
2021-06-01 2021-03-31 13F ISHARES TR Common 464287176 3,040 509 20.11 382 18.27 0.0014
2021-02-12 2020-12-31 13F ISHARES TR Common 464287176 2,531 -236 -8.53 323 -7.71 0.0014
2020-11-10 2020-09-30 13F ISHARES TR Common 464287176 2,767 -828 -23.03 350 -20.81 0.0017
2020-08-11 2020-06-30 13F ISHARES TR Common 464287176 3,595 3,595 442 0.0024
2020-05-14 2020-03-31 13F ISHARES TR Common 464287176 0 -2,242 -100.00 0 -100.00
2020-01-31 2019-12-31 13F ISHARES TR Common 464287176 2,242 -576 -20.44 261 -19.69 0.0013
2019-11-07 2019-09-30 13F ISHARES TR Common 464287176 2,818 0 0.00 325 0.00 0.0018
2019-08-14 2019-06-30 13F ISHARES TR Common 464287176 2,818 -4,125 -59.41 325 -58.60 0.0018
2019-04-11 2019-03-31 13F ISHARES TR Common 464287176 6,943 -966 -12.21 785 -9.35 0.0047
2019-02-06 2018-12-31 13F ISHARES TR Common 464287176 7,909 3,041 62.47 866 60.97 0.0061
2018-11-14 2018-09-30 13F ISHARES TR Common 464287176 4,868 361 8.01 538 5.70 0.0035
2018-08-13 2018-06-30 13F ISHARES TR Common 464287176 4,507 168 3.87 509 4.09 0.0036
2018-05-14 2018-03-31 13F ISHARES TR Common 464287176 4,339 1,996 85.19 489 83.15 0.0036
2018-02-14 2017-12-31 13F ISHARES TR Common 464287176 2,343 2,343 267 0.0022
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.