ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 321 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,115 | -93.9% | 172 | -93.4% | 0.00% | -92.3% |
| Q2 2023 | $133,762 | -2.1% | 2,602 | -4.0% | 0.01% | -13.3% |
| Q1 2023 | $136,644 | +68912.1% | 2,711 | +67675.0% | 0.02% | – |
| Q4 2022 | $198 | – | 4 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 4 | -63.6% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 11 | -8.3% | 0.00% | – |
| Q4 2020 | $1,000 | – | 12 | +20.0% | 0.00% | – |
| Q3 2020 | $0 | -100.0% | 10 | -64.3% | 0.00% | – |
| Q2 2020 | $1,000 | -50.0% | 28 | -47.2% | 0.00% | -100.0% |
| Q1 2020 | $2,000 | 0.0% | 53 | +35.9% | 0.00% | 0.0% |
| Q4 2019 | $2,000 | +100.0% | 39 | +116.7% | 0.00% | 0.0% |
| Q3 2019 | $1,000 | -92.9% | 18 | -93.1% | 0.00% | -90.0% |
| Q2 2019 | $14,000 | +7.7% | 262 | +5.2% | 0.01% | 0.0% |
| Q1 2019 | $13,000 | – | 249 | – | 0.01% | – |
Download | ||||||
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% |