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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,400,916 | +0.4% | 29,693 | +9.4% | 0.34% | +1.8% |
Q2 2023 | $1,395,011 | +35.4% | 27,135 | +32.7% | 0.34% | +24.3% |
Q1 2023 | $1,030,479 | +17.4% | 20,446 | +15.1% | 0.27% | -1.1% |
Q4 2022 | $878,034 | +70.5% | 17,756 | +63.6% | 0.28% | +41.8% |
Q3 2022 | $515,000 | +64.5% | 10,852 | +85.0% | 0.19% | +60.3% |
Q2 2022 | $313,000 | – | 5,865 | – | 0.12% | – |
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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% |