Landmark Wealth Management, LLC - 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
Landmark Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$278
+14.4%
5,900
+22.4%
0.16%
+17.0%
Q1 2023$243
-100.0%
4,822
-46.2%
0.14%
-15.6%
Q1 2022$4,768,0008,9560.16%
Other shareholders
ISHARES TR shareholders Q2 2023
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