Cypress Point Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 313 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 3.55 and the average weighting 0.4%.

Quarter-by-quarter ownership
Cypress Point Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$354,558
-25.9%
7,515
-19.2%
0.31%
-39.0%
Q2 2023$478,422
+0.5%
9,306
-1.5%
0.51%
-24.0%
Q1 2023$476,230
+1.9%
9,4490.0%0.67%
-8.3%
Q4 2022$467,2539,4490.73%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
AGINCOURT CAPITAL MANAGEMENT, LLC 196,108$9,252,3759.98%
S. R. Schill & Associates 348,916$16,461,8687.99%
MBE Wealth Management, LLC 223,365$10,538,3756.05%
Financial & Tax Architects, LLC 349,702$16,498,9405.12%
TPG Financial Advisors, LLC 197,429$9,314,6924.82%
Biltmore Wealth Management, LLC 187,227$8,833,3924.26%
Legacy Financial Group LLC 264,954$12,500,535,0002.94%
Ellenbecker Investment Group 237,289$11,1952.90%
Heritage Financial Services, LLC 304,574$14,369,8172.81%
Wiser Wealth Management, Inc 138,423$6,530,7992.66%
View complete list of ISHARES TR shareholders