PCA Investment Advisory Services Inc. - ISHARES TR ownership

ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 320 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
PCA Investment Advisory Services Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$262,040
-0.1%
4,870
+0.7%
0.15%
-15.0%
Q4 2023$262,417
+14.7%
4,834
-0.3%
0.17%
+6.1%
Q3 2023$228,805
-8.4%
4,849
-0.2%
0.16%
+9.4%
Q2 2023$249,833
+1.4%
4,859
-0.6%
0.15%
-14.4%
Q1 2023$246,3874,8880.17%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
SBK Financial, Inc. 144,838$6,880,00010.56%
S. R. Schill & Associates 326,324$15,500,0008.26%
AGINCOURT CAPITAL MANAGEMENT, LLC 189,733$9,012,0008.24%
McCutchen Group LLC 744,472$35,362,0007.62%
Ellenbecker Investment Group 396,585$18,837,0005.97%
Heritage Financial Services, LLC 183,736$8,727,0005.30%
MBE Wealth Management, LLC 149,361$7,095,0005.18%
TPG Financial Advisors, LLC 151,072$7,176,0004.41%
Legacy Financial Group LLC 227,052$10,785,0003.60%
Biltmore Wealth Management, LLC 155,203$7,372,0003.39%
View complete list of ISHARES TR shareholders