ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 291 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,142 | -54.1% | 5,599 | -50.0% | 0.01% | 0.0% |
| Q2 2023 | $575,648 | +109.1% | 11,198 | +105.0% | 0.01% | -31.2% |
| Q1 2023 | $275,261 | +2.4% | 5,462 | +0.5% | 0.02% | +100.0% |
| Q4 2022 | $268,684 | +22.1% | 5,433 | +17.5% | 0.01% | -57.9% |
| Q3 2022 | $220,000 | -10.9% | 4,623 | 0.0% | 0.02% | -9.5% |
| Q2 2022 | $247,000 | -16.8% | 4,623 | +0.5% | 0.02% | 0.0% |
| Q1 2022 | $297,000 | -4.2% | 4,600 | +0.4% | 0.02% | -4.5% |
| Q4 2021 | $310,000 | +20.6% | 4,582 | +4.4% | 0.02% | 0.0% |
| Q3 2021 | $257,000 | +0.4% | 4,390 | 0.0% | 0.02% | -4.3% |
| Q2 2021 | $256,000 | +16.4% | 4,390 | -5.0% | 0.02% | +21.1% |
| Q3 2011 | $220,000 | – | 4,623 | – | 0.02% | – |
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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% |