ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 285 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $70,770 | -6.4% | 1,500 | 0.0% | 0.05% | -9.8% |
| Q1 2023 | $75,600 | +1.9% | 1,500 | 0.0% | 0.05% | -5.6% |
| Q4 2022 | $74,175 | +4.5% | 1,500 | 0.0% | 0.05% | -5.3% |
| Q3 2022 | $71,000 | -30.4% | 1,500 | -21.5% | 0.06% | -27.8% |
| Q2 2022 | $102,000 | -17.7% | 1,912 | 0.0% | 0.08% | +5.3% |
| Q1 2022 | $124,000 | -1.6% | 1,912 | +2.4% | 0.08% | +4.2% |
| Q4 2021 | $126,000 | +14.5% | 1,868 | 0.0% | 0.07% | +7.5% |
| Q3 2021 | $110,000 | +3.8% | 1,868 | +2.6% | 0.07% | +1.5% |
| Q2 2021 | $106,000 | +11.6% | 1,820 | 0.0% | 0.07% | 0.0% |
| Q1 2021 | $95,000 | +8.0% | 1,820 | 0.0% | 0.07% | +1.5% |
| Q4 2020 | $88,000 | – | 1,820 | – | 0.06% | – |
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% |