ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 289 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $456,233 | +8.7% | 9,670 | +18.5% | 0.03% | +10.7% |
| Q2 2023 | $419,557 | +5.2% | 8,161 | +3.2% | 0.03% | -12.5% |
| Q1 2023 | $398,714 | -12.7% | 7,911 | -14.4% | 0.03% | -22.0% |
| Q4 2022 | $456,967 | +87.3% | 9,241 | +79.6% | 0.04% | +78.3% |
| Q3 2022 | $244,000 | -48.3% | 5,145 | -32.6% | 0.02% | -48.9% |
| Q2 2022 | $472,000 | +16.0% | 7,633 | +21.0% | 0.04% | +36.4% |
| Q1 2022 | $407,000 | +60.9% | 6,310 | +68.0% | 0.03% | +65.0% |
| Q4 2021 | $253,000 | +8333.3% | 3,755 | +125066.7% | 0.02% | – |
| Q3 2021 | $3,000 | – | 3 | – | 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% |