ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 289 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $946,006 | -11.5% | 20,051 | -3.6% | 0.00% | – |
| Q2 2023 | $1,069,174 | +3.9% | 20,797 | +1.8% | 0.00% | – |
| Q1 2023 | $1,029,269 | -50.5% | 20,422 | -51.4% | 0.00% | – |
| Q4 2022 | $2,078,037 | +62.9% | 42,023 | +56.4% | 0.00% | – |
| Q3 2022 | $1,276,000 | -9.8% | 26,867 | +1.4% | 0.00% | – |
| Q2 2022 | $1,415,000 | +336.7% | 26,504 | +453.2% | 0.00% | – |
| Q4 2021 | $324,000 | – | 4,791 | – | 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% |