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 2022 | $1,914,000 | -14.6% | 40,294 | -3.9% | 0.53% | -6.9% |
Q2 2022 | $2,240,000 | -13.9% | 41,939 | +4.2% | 0.56% | +0.9% |
Q1 2022 | $2,602,000 | +5.7% | 40,249 | +10.5% | 0.56% | +9.6% |
Q4 2021 | $2,462,000 | +6.6% | 36,432 | -7.5% | 0.51% | -1.5% |
Q3 2021 | $2,309,000 | -5.7% | 39,372 | -6.2% | 0.52% | -5.1% |
Q2 2021 | $2,449,000 | +39.8% | 41,983 | +25.6% | 0.55% | +31.2% |
Q1 2021 | $1,752,000 | -18.7% | 33,431 | -24.9% | 0.42% | -17.6% |
Q4 2020 | $2,155,000 | -4.6% | 44,517 | -13.8% | 0.51% | +0.2% |
Q3 2020 | $2,259,000 | – | 51,657 | – | 0.50% | – |
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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% |