WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV - 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
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,123,758
-16.9%
23,819
-9.4%
0.44%
-11.9%
Q2 2023$1,352,264
+13.1%
26,304
+10.9%
0.50%
+9.5%
Q1 2023$1,195,540
+198.6%
23,721
+193.0%
0.45%
+189.2%
Q4 2022$400,3298,0960.16%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
AGINCOURT CAPITAL MANAGEMENT, LLC 196,108$9,252,3759.98%
S. R. Schill & Associates 348,916$16,461,8687.99%
MBE Wealth Management, LLC 223,365$10,538,3756.05%
Financial & Tax Architects, LLC 349,702$16,498,9405.12%
TPG Financial Advisors, LLC 197,429$9,314,6924.82%
Biltmore Wealth Management, LLC 187,227$8,833,3924.26%
Legacy Financial Group LLC 264,954$12,500,535,0002.94%
Ellenbecker Investment Group 237,289$11,1952.90%
Heritage Financial Services, LLC 304,574$14,369,8172.81%
Wiser Wealth Management, Inc 138,423$6,530,7992.66%
View complete list of ISHARES TR shareholders