Trail Ridge Investment Advisors, LLC - ISHARES TR ownership

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
Trail Ridge Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$310,000
-33.3%
5,800
-19.4%
0.21%
-26.6%
Q1 2022$465,000
+9.2%
7,200
+14.3%
0.29%
+11.7%
Q4 2021$426,0006,3000.26%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
SBK Financial, Inc. 378,784$24,488,00024.41%
AGINCOURT CAPITAL MANAGEMENT, LLC 376,383$24,333,00018.33%
Ellenbecker Investment Group 522,328$33,768,0009.57%
Fund Evaluation Group, LLC 7,606$134,739,0009.34%
McCutchen Group LLC 785,132$50,759,0008.83%
Heritage Financial Services, LLC 187,314$12,109,0007.92%
Gunma Bank,Ltd. 50,000$3,233,0007.66%
Spartan Planning & Wealth Management 94,390$6,102,000,0007.63%
S. R. Schill & Associates 257,628$16,656,0007.00%
TPG Financial Advisors, LLC 147,819$9,556,0005.78%
View complete list of ISHARES TR shareholders