Mendel Money Management - ISHARES TR ownership

ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 285 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Mendel Money Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$244,000
-2.0%
4,158
-2.5%
0.15%
-2.5%
Q2 2021$249,000
+7.8%
4,266
-3.1%
0.16%
+4.0%
Q1 2021$231,000
+7.4%
4,403
-0.8%
0.15%0.0%
Q4 2020$215,0004,4390.15%
Other shareholders
ISHARES TR shareholders Q4 2021
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