ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 291 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $213,657 | -9.7% | 4,600 | 0.0% | 0.04% | -9.5% |
| Q2 2023 | $236,487 | -1.0% | 4,600 | -3.0% | 0.04% | -8.7% |
| Q1 2023 | $238,896 | -1.5% | 4,740 | -3.3% | 0.05% | -9.8% |
| Q4 2022 | $242,504 | +4.1% | 4,904 | +0.2% | 0.05% | -8.9% |
| Q3 2022 | $233,000 | -12.4% | 4,893 | -2.8% | 0.06% | -11.1% |
| Q2 2022 | $266,000 | -33.5% | 5,032 | -18.8% | 0.06% | -21.2% |
| Q1 2022 | $400,000 | -2.7% | 6,194 | +1.6% | 0.08% | -2.4% |
| Q4 2021 | $411,000 | +14.5% | 6,099 | -0.5% | 0.08% | -26.1% |
| Q3 2021 | $359,000 | -3.5% | 6,127 | -3.4% | 0.11% | +0.9% |
| Q2 2021 | $372,000 | +23.2% | 6,344 | +1.4% | 0.11% | -7.6% |
| Q4 2020 | $302,000 | +8.2% | 6,257 | -2.6% | 0.12% | -18.5% |
| Q3 2020 | $279,000 | 0.0% | 6,421 | 0.0% | 0.15% | -24.7% |
| Q2 2020 | $279,000 | -5.7% | 6,421 | -15.0% | 0.19% | -33.8% |
| Q1 2020 | $296,000 | -29.0% | 7,552 | -1.7% | 0.29% | -16.3% |
| Q4 2019 | $417,000 | – | 7,686 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 1,010,876 | $48,936,000 | 18.19% |
| Blueprint Investment Partners LLC | 261 | $12,622,000 | 10.22% |
| Horan Securities, Inc. | 216,957 | $10,503,000 | 8.66% |
| McCutchen Group LLC | 708,500 | $34,298,000 | 7.40% |
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 305,353 | $14,782,000 | 7.32% |
| Ellenbecker Investment Group | 340,555 | $16,486,000 | 6.09% |
| S. R. Schill & Associates | 261,620 | $12,665,000 | 5.84% |
| Peterson Wealth Advisors, LLC | 184,761 | $8,944,000 | 3.94% |
| ERn Financial, LLC | 160,624 | $7,776,000 | 3.20% |
| Biltmore Wealth Management, LLC | 119,318 | $5,776,000 | 2.98% |