USRT β€” ISHARES TR

Ownership history in BRIGHTON JONES LLC  Β·  4 quarters on record

AI Ownership Summary

BRIGHTON JONES LLC reported ISHARES TR (USRT) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows USRT at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this USRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRIGHTON JONES LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

USRT was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BRIGHTON JONES LLC held USRT β€” position size vs. price
% of Fund (quarterly)    USRT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 11,052 -43 -0.4% 0.02% $649K 2025-10-14 $56.78
2025 Q2 ADDED 11,095 +43 +0.4% 0.02% $628K 2025-07-31 $54.75
2025 Q1 REDUCED 11,052 -466 -4.0% 0.02% $637K 2025-04-17 $53.42
2024 Q4 INITIATED 11,518 β€” β€” 0.02% $660K 2025-01-21 $56.49

FAQ About BRIGHTON JONES LLC and USRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has BRIGHTON JONES LLC reported owning USRT?

BRIGHTON JONES LLC reported USRT across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported USRT position in BRIGHTON JONES LLC's portfolio?

The largest reported portfolio weight for USRT was 0.02% in 2025 Q1.

What is the latest reported USRT position on this page?

The most recent filing on this page is 2025 Q3, when BRIGHTON JONES LLC reported 11,052 shares, equal to 0.02% of portfolio, with an estimated market value of $649K.

What does the chart on this USRT ownership page compare?

The chart compares BRIGHTON JONES LLC's quarterly USRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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