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 ↓
Ellis Investment Partners, LLC 10,382$489,8100.13%
Intergy Private Wealth, LLC 5,265$248,4030.12%
Horan Securities, Inc. 4,887$230,5840.12%
RVW Wealth, LLC 20,731$978,0890.12%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 760,336$35,872,6690.12%
Insight Advisors, LLC/ PA 10,731$506,2880.12%
CGN Advisors LLC 17,979$848,2700.11%
Seaside Wealth Management, Inc. 4,633$218,5860.11%
Global Strategic Investment Solutions, LLC 18,085$853,2720.11%
MARYLAND CAPITAL ADVISORS INC. 2,928$138,1590.10%
Congress Wealth Management LLC / DE / 105,226$4,964,6180.10%
Veracity Capital LLC 4,616$217,7940.10%
1834 INVESTMENT ADVISORS CO 16,812$793,1910.10%
FIRST HAWAIIAN BANK 61,417$2,897,6540.10%
Johnson Midwest Financial, LLC 912$43,0280.10%
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 12,249$577,9260.10%
Corient Private Wealth LLC 845,740$39,901,9950.09%
Jackson, Grant Investment Advisers, Inc. 3,962$186,9090.09%
Navalign, LLC 4,714$222,4070.08%
Laidlaw Wealth Management LLC 5,204$245,5250.08%
External links

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