Naviter Wealth, LLC - 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
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 Q3 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