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 ↓
MISSION WEALTH MANAGEMENT, LP 398,690$18,810,1910.70%
Mitsubishi UFJ Asset Management (UK) Ltd. 20,400$9620.68%
Fund Evaluation Group, LLC 164,782$7,3860.66%
Alpha Financial Partners, LLC 11,719$552,8880.64%
Millington Financial Advisors, LLC 13,782$650,2510.58%
MAS Advisors LLC 8,361$394,4720.56%
AWM CAPITAL, LLC 56,031$2,643,5430.54%
Sharper & Granite LLC 19,652$927,1820.54%
Fingerlakes Wealth Management, Inc. 9,279$437,8010.54%
Blue Edge Capital, LLC 46,201$2,179,7630.46%
BEAM WEALTH ADVISORS, INC. 13,609$642,0580.46%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 23,819$1,123,7580.44%
Goodwin Investment Advisory 15,360$724,6880.43%
Range Financial Group LLC 13,654$644,1960.43%
Helen Stephens Group, LLC 17,042$804,0530.42%
Pure Financial Advisors, LLC 212,950$10,046,9900.41%
FORVIS Wealth Advisors, LLC 284,988$13,445,7270.41%
StrategIQ Financial Group, LLC 74,065$3,494,3640.40%
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 97,080$4,580,2340.37%
DRIVE WEALTH MANAGEMENT, LLC 20,604$984,9900.36%
External links

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