USRT ISHARES TR

Ownership history in Advisory Services Network, LLC  ·  32 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in ISHARES TR (USRT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.12% (2018 Q4)
Avg. % of fund
0.02%
First filed
2017 Q3
Last filed
2025 Q3
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,023 -1,477 -32.8% 0.00% $178K $57.82
2025 Q2 REDUCED 4,500 -548 -10.9% 0.00% $252K $55.29
2025 Q1 REDUCED 5,048 -1,412 -21.9% 0.01% $291K $55.93
2024 Q4 REDUCED 6,460 -1,927 -23.0% 0.01% $370K $55.41
2024 Q3 UNCHANGED 8,387 0% 0.01% $449K $59.03
2024 Q2 ADDED 8,387 +853 +11.3% 0.01% $449K $50.89
2024 Q1 REDUCED 7,534 -20,067 -72.7% 0.01% $405K $50.83
2023 Q4 ADDED 27,601 +929 +3.5% 0.04% $1.5M $51.03
2023 Q3 ADDED 26,672 +3,188 +13.6% 0.03% $1.3M $43.90
2023 Q2 ADDED 23,484 +13,645 +138.7% 0.03% $1.2M $47.25
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    USRT price (monthly, adj. close)
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