WADE G W & INC - ISHARES TR ownership

ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 321 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.

Quarter-by-quarter ownership
WADE G W & INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$466
-10.9%
9,881
-2.9%
0.02%
-10.5%
Q2 2023$523
+1.9%
10,1810.0%0.02%
-5.0%
Q1 2023$513
+6.0%
10,181
+4.1%
0.02%0.0%
Q4 2022$484
-99.9%
9,7810.0%0.02%
-13.0%
Q3 2022$465,0009,7810.02%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
HALBERT HARGROVE GLOBAL ADVISORS, LLC 35,061$1,530,0000.46%
1834 INVESTMENT ADVISORS CO 14,872$649,0000.18%
Regal Investment Advisors LLC 8,526$372,0000.13%
AlphaMark Advisors, LLC 4,925$215,0000.13%
Kessler Investment Group, LLC 1,145$50,0000.09%
Ground Swell Capital, LLC 976$43,0000.08%
ATHERTON LANE ADVISERS, LLC 33,232$1,450,0000.08%
SG Americas Securities, LLC 83,627$3,649,0000.02%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 480$21,0000.01%
LPL Financial LLC 29,242$1,276,0000.01%
View complete list of ISHARES TR shareholders