ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 289 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,386 | +67045.5% | 164,782 | -19.8% | 0.66% | +65500.0% |
| Q2 2023 | $11 | +10.0% | 205,457 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10 | -33.3% | 205,457 | -32.1% | 0.00% | -50.0% |
| Q4 2022 | $15 | -100.0% | 302,743 | -16.8% | 0.00% | -99.9% |
| Q3 2022 | $17,245,000 | -8.1% | 363,918 | +3.7% | 2.08% | -13.2% |
| Q2 2022 | $18,760,000 | -86.1% | 350,940 | +4514.0% | 2.40% | -74.3% |
| Q1 2022 | $134,739,000 | +1381.3% | 7,606 | -95.1% | 9.34% | +877.6% |
| Q3 2021 | $9,096,000 | +0.5% | 155,090 | 0.0% | 0.96% | +9.4% |
| Q2 2021 | $9,047,000 | – | 155,090 | – | 0.87% | – |
Download | ||||||
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% |