Naviter Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 318 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.4%.

Quarter-by-quarter ownership
Naviter Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,389,473
+33.1%
70,950
+43.3%
0.82%
+26.4%
Q2 2023$2,546,234
+114.4%
49,528
+110.2%
0.65%
+55.9%
Q1 2023$1,187,474
-49.0%
23,561
-46.2%
0.42%
-35.1%
Q4 2022$2,327,57043,7760.64%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
FIDUCIENT ADVISORS LLC 669,856$36,567,00019.95%
Compass Ion Advisors, LLC 329,916$18,010,0009.29%
CornerStone Partners LLC 195,636$10,680,0008.48%
Horan Securities, Inc. 133,224$7,273,0008.07%
Blueprint Investment Partners LLC 130,505$7,124,0005.66%
JOYN Advisors, Inc. 475,348$25,949,0005.56%
ERn Financial, LLC 150,556$8,219,0004.78%
Peterson Wealth Advisors, LLC 142,354$7,771,0004.44%
S. R. Schill & Associates 142,889$7,800,0004.23%
Ellenbecker Investment Group 128,892$7,036,0003.65%
View complete list of ISHARES TR shareholders