Peak Financial Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 318 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.4%.

Quarter-by-quarter ownership
Peak Financial Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,856,352
+332.2%
81,737
+371.0%
1.40%
+341.2%
Q2 2023$892,16917,3540.32%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
HALBERT HARGROVE GLOBAL ADVISORS, LLC 35,098$1,540,0000.76%
1834 INVESTMENT ADVISORS CO 16,572$727,0000.18%
Regal Investment Advisors LLC 11,841$519,0000.14%
Aureus Asset Management, LLC 7,781$341,0000.08%
ATHERTON LANE ADVISERS, LLC 6,310$277,0000.02%
AlphaMark Advisors, LLC 500$22,0000.01%
JANE STREET GROUP, LLC 41,457$1,819,0000.01%
SG Americas Securities, LLC 37,690$1,653,0000.01%
Virtu KCG Holdings LLC 8,246$362,0000.01%
BANK OF NOVA SCOTIA TRUST CO 1,816$80,0000.01%
View complete list of ISHARES TR shareholders