SIGNATUREFD, LLC - ISHARES TR ownership

ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 151 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
SIGNATUREFD, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$19,000
+35.7%
353
+14.2%
0.00%0.0%
Q3 2020$14,000
-73.1%
309
-74.2%
0.00%
-66.7%
Q2 2020$52,000
+10.6%
1,1980.0%0.00%
-25.0%
Q1 2020$47,000
+370.0%
1,198
+592.5%
0.00%
+300.0%
Q3 2019$10,000
-82.5%
173
-86.3%
0.00%
-80.0%
Q4 2018$57,000
-21.9%
1,261
-16.4%
0.01%
-28.6%
Q3 2018$73,000
+812.5%
1,508
+808.4%
0.01%
+600.0%
Q2 2018$8,0001660.00%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
SBK Financial, Inc. 144,838$6,880,00010.56%
S. R. Schill & Associates 326,324$15,500,0008.26%
AGINCOURT CAPITAL MANAGEMENT, LLC 189,733$9,012,0008.24%
McCutchen Group LLC 744,472$35,362,0007.62%
Ellenbecker Investment Group 396,585$18,837,0005.97%
Heritage Financial Services, LLC 183,736$8,727,0005.30%
MBE Wealth Management, LLC 149,361$7,095,0005.18%
TPG Financial Advisors, LLC 151,072$7,176,0004.41%
Legacy Financial Group LLC 227,052$10,785,0003.60%
Biltmore Wealth Management, LLC 155,203$7,372,0003.39%
View complete list of ISHARES TR shareholders