MISSION WEALTH MANAGEMENT, LP - ISHARES TR ownership

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
MISSION WEALTH MANAGEMENT, LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$18,810,191
-0.5%
398,690
+8.4%
0.70%
-1.8%
Q2 2023$18,909,605
+9.5%
367,820
+7.3%
0.71%
-1.2%
Q1 2023$17,273,481
+14.5%
342,728
+12.4%
0.72%
+0.3%
Q4 2022$15,082,461
-4.4%
305,004
-8.2%
0.72%
-13.8%
Q3 2022$15,783,000
-12.0%
332,281
-1.0%
0.84%
-11.3%
Q2 2022$17,930,000
-21.1%
335,769
-4.4%
0.94%
-10.3%
Q1 2022$22,716,000
-5.8%
351,357
-1.5%
1.05%
-3.2%
Q4 2021$24,102,000
+21.3%
356,597
+5.2%
1.08%
+7.2%
Q3 2021$19,873,000
+6.8%
338,833
+6.3%
1.01%
+2.6%
Q2 2021$18,603,000
+24.1%
318,879
+11.4%
0.99%
+13.3%
Q1 2021$14,996,000
+33.9%
286,189
+23.7%
0.87%
+24.1%
Q4 2020$11,202,000
+37.8%
231,398
+24.5%
0.70%
+15.1%
Q3 2020$8,127,000
+47.5%
185,794
+46.6%
0.61%
+28.2%
Q2 2020$5,510,000
+190.8%
126,722
+161.9%
0.48%
+127.3%
Q1 2020$1,895,000
+208.1%
48,379
+329.5%
0.21%
+254.2%
Q4 2019$615,00011,2640.06%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
HALBERT HARGROVE GLOBAL ADVISORS, LLC 35,061$1,530,0000.46%
1834 INVESTMENT ADVISORS CO 14,872$649,0000.18%
Regal Investment Advisors LLC 8,526$372,0000.13%
AlphaMark Advisors, LLC 4,925$215,0000.13%
Kessler Investment Group, LLC 1,145$50,0000.09%
Ground Swell Capital, LLC 976$43,0000.08%
ATHERTON LANE ADVISERS, LLC 33,232$1,450,0000.08%
SG Americas Securities, LLC 83,627$3,649,0000.02%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 480$21,0000.01%
LPL Financial LLC 29,242$1,276,0000.01%
View complete list of ISHARES TR shareholders