Avondale Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 291 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 5.50 and the average weighting 0.5%.

Quarter-by-quarter ownership
Avondale Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$190,000
-20.8%
4,000
-11.1%
0.21%
-25.5%
Q2 2022$240,000
+48.1%
4,500
+80.0%
0.28%
+46.3%
Q1 2022$162,0002,5000.19%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
FIDUCIENT ADVISORS LLC 791,736$46,190,00014.32%
Blueprint Investment Partners LLC 224,072$13,072,00010.45%
Ellenbecker Investment Group 511,773$29,857,0009.80%
McCutchen Group LLC 743,662$43,385,0007.95%
S. R. Schill & Associates 271,613$15,846,0006.27%
Fi3 FINANCIAL ADVISORS, LLC 131,631$8,026,0005.50%
MBE Wealth Management, LLC 167,826$9,791,0005.07%
Peterson Wealth Advisors, LLC 211,719$12,352,0004.38%
Biltmore Wealth Management, LLC 168,991$9,859,0004.02%
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 305,353$17,814,0003.64%
View complete list of ISHARES TR shareholders