HF Advisory Group, 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
HF Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$393,429
-11.6%
8,339
-3.7%
0.29%
-17.0%
Q2 2023$444,977
+4.7%
8,655
+2.6%
0.35%
-6.6%
Q1 2023$425,026
+5.1%
8,433
+3.1%
0.38%
-7.8%
Q4 2022$404,4148,1780.41%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
FIDUCIENT ADVISORS LLC 840,045$32,905,00019.43%
CornerStone Partners LLC 195,636$7,663,0008.76%
McCutchen Group LLC 674,066$26,403,0008.26%
Horan Securities, Inc. 137,690$5,393,0007.39%
S. R. Schill & Associates 228,985$8,969,0006.01%
JOYN Advisors, Inc. 455,404$17,838,0005.94%
ERn Financial, LLC 173,586$6,799,0004.47%
Peterson Wealth Advisors, LLC 155,035$6,073,0003.94%
Ellenbecker Investment Group 143,744$5,630,0003.54%
McNaughton Wealth Management, LLC 77,667$3,042,0003.25%
View complete list of ISHARES TR shareholders