ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 318 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,877,906 | -5.1% | 39,803 | +3.4% | 0.06% | +9.8% |
Q2 2023 | $1,978,411 | +2.0% | 38,483 | 0.0% | 0.05% | -1.9% |
Q1 2023 | $1,939,543 | +1.9% | 38,483 | 0.0% | 0.05% | -1.9% |
Q4 2022 | $1,902,984 | +13.9% | 38,483 | +9.4% | 0.05% | +6.0% |
Q3 2022 | $1,671,000 | -5.1% | 35,183 | +6.7% | 0.05% | +19.0% |
Q2 2022 | $1,761,000 | – | 32,970 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
FIDUCIENT ADVISORS LLC | 669,856 | $36,567,000 | 19.95% |
Compass Ion Advisors, LLC | 329,916 | $18,010,000 | 9.29% |
CornerStone Partners LLC | 195,636 | $10,680,000 | 8.48% |
Horan Securities, Inc. | 133,224 | $7,273,000 | 8.07% |
Blueprint Investment Partners LLC | 130,505 | $7,124,000 | 5.66% |
JOYN Advisors, Inc. | 475,348 | $25,949,000 | 5.56% |
ERn Financial, LLC | 150,556 | $8,219,000 | 4.78% |
Peterson Wealth Advisors, LLC | 142,354 | $7,771,000 | 4.44% |
S. R. Schill & Associates | 142,889 | $7,800,000 | 4.23% |
Ellenbecker Investment Group | 128,892 | $7,036,000 | 3.65% |