ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 237 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $350 | -10.7% | 7,427 | -2.5% | 0.01% | -16.7% |
Q2 2023 | $392 | +0.3% | 7,621 | -1.8% | 0.01% | 0.0% |
Q1 2023 | $391 | +1.8% | 7,761 | 0.0% | 0.01% | +20.0% |
Q4 2022 | $384 | -100.0% | 7,761 | -94.5% | 0.01% | -95.8% |
Q3 2022 | $6,701,000 | -11.6% | 141,074 | -0.7% | 0.12% | -9.2% |
Q2 2022 | $7,584,000 | -12.5% | 142,020 | +6.0% | 0.13% | +0.8% |
Q1 2022 | $8,664,000 | -1.5% | 134,019 | +3.0% | 0.13% | -16.2% |
Q4 2021 | $8,798,000 | +16.5% | 130,163 | +1.1% | 0.15% | +6.2% |
Q3 2021 | $7,553,000 | +648.6% | 128,787 | +644.3% | 0.14% | +625.0% |
Q2 2021 | $1,009,000 | – | 17,302 | – | 0.02% | – |
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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% |