ISHARES TR shareholders Q3 2023

ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 315 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.80 and the average weighting 0.4%.

ISHARES TR shareholders Q3 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%
Charles Schwab Trust Co 488,227$23,034,5502.60%
Gunma Bank,Ltd. 70,000$3,3032.41%
Topel & Distasi Wealth Management, LLC 81,679$3,853,6152.02%
MARSHALL FINANCIAL GROUP INC /ADV 100,562$4,744,5121.93%
Coco Enterprises, LLC 49,901$2,354,3101.88%
Freedom Day Solutions, LLC 88,416$4,171,4241.83%
FIDUCIENT ADVISORS LLC 644,023$30,385,0051.72%
ERn Financial, LLC 166,241$7,843,2621.70%
Cornerstone Management, Inc. 132,257$6,239,8861.67%
Spartan Planning & Wealth Management 26,173$1,234,8421.45%
External links

This page lists ISHARES TR's shareholders in Q3 2023. To view ISHARES TR's shareholder history, click here.