ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 9 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $247,914 | +45.8% | 5,255 | +34.6% | 0.00% | 0.0% |
| Q2 2020 | $170,000 | -84.8% | 3,905 | -81.0% | 0.00% | -88.2% |
| Q4 2019 | $1,120,000 | -21.8% | 20,518 | -20.4% | 0.02% | -22.7% |
| Q3 2019 | $1,432,000 | +218.2% | 25,779 | +197.9% | 0.02% | +175.0% |
| Q2 2019 | $450,000 | +20.3% | 8,655 | +19.6% | 0.01% | +14.3% |
| Q1 2019 | $374,000 | +4.2% | 7,238 | -9.6% | 0.01% | -22.2% |
| Q4 2018 | $359,000 | +2.9% | 8,010 | +11.1% | 0.01% | +28.6% |
| Q3 2018 | $349,000 | -3.1% | 7,207 | -9.9% | 0.01% | -50.0% |
| Q1 2018 | $360,000 | -16.7% | 7,996 | -8.5% | 0.01% | +27.3% |
| Q3 2017 | $432,000 | +33.7% | 8,737 | +30.3% | 0.01% | +22.2% |
| Q2 2017 | $323,000 | +56.8% | 6,707 | +59.4% | 0.01% | +50.0% |
| Q1 2017 | $206,000 | +2188.9% | 4,207 | +1903.3% | 0.01% | +500.0% |
| Q3 2014 | $9,000 | – | 210 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AGINCOURT CAPITAL MANAGEMENT, LLC | 196,108 | $9,252,375 | 9.98% |
| S. R. Schill & Associates | 348,916 | $16,461,868 | 7.99% |
| MBE Wealth Management, LLC | 223,365 | $10,538,375 | 6.05% |
| Financial & Tax Architects, LLC | 349,702 | $16,498,940 | 5.12% |
| TPG Financial Advisors, LLC | 197,429 | $9,314,692 | 4.82% |
| Biltmore Wealth Management, LLC | 187,227 | $8,833,392 | 4.26% |
| Legacy Financial Group LLC | 264,954 | $12,500,535,000 | 2.94% |
| Ellenbecker Investment Group | 237,289 | $11,195 | 2.90% |
| Heritage Financial Services, LLC | 304,574 | $14,369,817 | 2.81% |
| Wiser Wealth Management, Inc | 138,423 | $6,530,799 | 2.66% |