Alpha Financial Partners, 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
Alpha Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$552,888
-13.0%
11,719
-5.2%
0.64%
-5.2%
Q2 2023$635,387
-26.5%
12,359
-27.9%
0.68%
-30.3%
Q1 2023$864,395
-16.6%
17,151
-18.2%
0.97%
-22.7%
Q4 2022$1,036,87020,9681.26%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
HALBERT HARGROVE GLOBAL ADVISORS, LLC 35,061$1,530,0000.46%
1834 INVESTMENT ADVISORS CO 14,872$649,0000.18%
Regal Investment Advisors LLC 8,526$372,0000.13%
AlphaMark Advisors, LLC 4,925$215,0000.13%
Kessler Investment Group, LLC 1,145$50,0000.09%
Ground Swell Capital, LLC 976$43,0000.08%
ATHERTON LANE ADVISERS, LLC 33,232$1,450,0000.08%
SG Americas Securities, LLC 83,627$3,649,0000.02%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 480$21,0000.01%
LPL Financial LLC 29,242$1,276,0000.01%
View complete list of ISHARES TR shareholders