Aptus Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 320 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 3.55 and the average weighting 0.4%.

Quarter-by-quarter ownership
Aptus Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$956,582
+82.5%
17,860
+83.3%
0.02%
+70.0%
Q1 2024$524,174
+151395.4%
9,743
+139085.7%
0.01%
Q4 2022$3467
+250.0%
0.00%
Q3 2022$02
-33.3%
0.00%
Q2 2022$030.0%0.00%
Q1 2022$030.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
FIDUCIENT ADVISORS LLC 775,914$33,938,00019.10%
Blueprint Investment Partners LLC 260,723$12,622,0009.97%
CornerStone Partners LLC 305,353$13,356,0009.88%
Horan Securities, Inc. 209,153$9,148,0009.11%
McCutchen Group LLC 695,330$30,414,0007.50%
S. R. Schill & Associates 261,607$11,443,0005.80%
Ellenbecker Investment Group 239,443$10,473,0004.46%
Peterson Wealth Advisors, LLC 173,649$7,595,0003.89%
Biltmore Wealth Management, LLC 117,161$5,094,0002.95%
ERn Financial, LLC 143,943$6,296,0002.95%
View complete list of ISHARES TR shareholders