Goodwin Investment Advisory - ISHARES TR ownership

ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 315 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.80 and the average weighting 0.4%.

Quarter-by-quarter ownership
Goodwin Investment Advisory ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$724,688
-10.3%
15,360
-2.2%
0.43%
-9.1%
Q2 2023$807,706
-27.5%
15,711
-29.0%
0.47%
-35.1%
Q1 2023$1,114,581
+546.8%
22,115
+534.6%
0.73%
+495.9%
Q4 2022$172,3333,4850.12%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
FIDUCIENT ADVISORS LLC 1,010,876$48,936,00018.19%
Blueprint Investment Partners LLC 261$12,622,00010.22%
Horan Securities, Inc. 216,957$10,503,0008.66%
McCutchen Group LLC 708,500$34,298,0007.40%
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 305,353$14,782,0007.32%
Ellenbecker Investment Group 340,555$16,486,0006.09%
S. R. Schill & Associates 261,620$12,665,0005.84%
Peterson Wealth Advisors, LLC 184,761$8,944,0003.94%
ERn Financial, LLC 160,624$7,776,0003.20%
Biltmore Wealth Management, LLC 119,318$5,776,0002.98%
View complete list of ISHARES TR shareholders