B. Riley Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 291 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 5.50 and the average weighting 0.5%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$380,000
-42.9%
7,109
-30.8%
0.02%
-27.3%
Q1 2022$665,000
-16.8%
10,272
-13.1%
0.02%
-4.3%
Q4 2021$799,000
+62.4%
11,820
+41.1%
0.02%
+43.8%
Q3 2021$492,000
+8.1%
8,376
+7.6%
0.02%
+6.7%
Q2 2021$455,000
+17.9%
7,786
+5.8%
0.02%
+7.1%
Q1 2021$386,0007,3600.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
FIDUCIENT ADVISORS LLC 791,736$46,190,00014.32%
Blueprint Investment Partners LLC 224,072$13,072,00010.45%
Ellenbecker Investment Group 511,773$29,857,0009.80%
McCutchen Group LLC 743,662$43,385,0007.95%
S. R. Schill & Associates 271,613$15,846,0006.27%
Fi3 FINANCIAL ADVISORS, LLC 131,631$8,026,0005.50%
MBE Wealth Management, LLC 167,826$9,791,0005.07%
Peterson Wealth Advisors, LLC 211,719$12,352,0004.38%
Biltmore Wealth Management, LLC 168,991$9,859,0004.02%
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 305,353$17,814,0003.64%
View complete list of ISHARES TR shareholders