ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 321 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $63,655 | +30.3% | 1,263 | +27.8% | 0.00% | – |
| Q4 2022 | $48,857 | -11.2% | 988 | -13.9% | 0.00% | – |
| Q3 2022 | $55,000 | -11.3% | 1,148 | 0.0% | 0.00% | – |
| Q2 2022 | $62,000 | -16.2% | 1,148 | 0.0% | 0.00% | – |
| Q1 2022 | $74,000 | +8.8% | 1,148 | +14.1% | 0.00% | – |
| Q4 2021 | $68,000 | +15.3% | 1,006 | 0.0% | 0.00% | – |
| Q3 2021 | $59,000 | -16.9% | 1,006 | -17.8% | 0.00% | – |
| Q2 2021 | $71,000 | +61.4% | 1,224 | +46.2% | 0.00% | – |
| Q1 2021 | $44,000 | +266.7% | 837 | +251.7% | 0.00% | – |
| Q4 2020 | $12,000 | -42.9% | 238 | -51.2% | 0.00% | – |
| Q3 2020 | $21,000 | +110.0% | 488 | +105.0% | 0.00% | – |
| Q2 2020 | $10,000 | +11.1% | 238 | 0.0% | 0.00% | – |
| Q1 2020 | $9,000 | -30.8% | 238 | 0.0% | 0.00% | – |
| Q4 2019 | $13,000 | 0.0% | 238 | 0.0% | 0.00% | – |
| Q3 2019 | $13,000 | – | 238 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AGINCOURT CAPITAL MANAGEMENT, LLC | 196,108 | $9,252,375 | 9.98% |
| S. R. Schill & Associates | 348,916 | $16,461,868 | 7.99% |
| MBE Wealth Management, LLC | 223,365 | $10,538,375 | 6.05% |
| Financial & Tax Architects, LLC | 349,702 | $16,498,940 | 5.12% |
| TPG Financial Advisors, LLC | 197,429 | $9,314,692 | 4.82% |
| Biltmore Wealth Management, LLC | 187,227 | $8,833,392 | 4.26% |
| Legacy Financial Group LLC | 264,954 | $12,500,535,000 | 2.94% |
| Ellenbecker Investment Group | 237,289 | $11,195 | 2.90% |
| Heritage Financial Services, LLC | 304,574 | $14,369,817 | 2.81% |
| Wiser Wealth Management, Inc | 138,423 | $6,530,799 | 2.66% |