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 | $521 | -15.0% | 11,035 | -7.5% | 0.00% | -33.3% |
| Q2 2023 | $613 | -7.4% | 11,925 | -9.3% | 0.00% | 0.0% |
| Q1 2023 | $662 | +15.7% | 13,143 | +13.7% | 0.00% | 0.0% |
| Q4 2022 | $572 | -99.9% | 11,559 | +14.0% | 0.00% | 0.0% |
| Q3 2022 | $482,000 | -18.7% | 10,142 | -8.7% | 0.00% | 0.0% |
| Q2 2022 | $593,000 | +4.4% | 11,108 | +26.3% | 0.00% | 0.0% |
| Q1 2022 | $568,000 | -9.6% | 8,793 | -5.4% | 0.00% | 0.0% |
| Q4 2021 | $628,000 | +46.7% | 9,291 | +27.4% | 0.00% | +50.0% |
| Q3 2021 | $428,000 | +1.2% | 7,290 | +0.6% | 0.00% | 0.0% |
| Q2 2021 | $423,000 | +31.4% | 7,247 | +18.0% | 0.00% | 0.0% |
| Q1 2021 | $322,000 | -13.0% | 6,141 | -19.7% | 0.00% | 0.0% |
| Q4 2020 | $370,000 | +8.5% | 7,649 | -1.9% | 0.00% | 0.0% |
| Q3 2020 | $341,000 | +34.8% | 7,800 | +34.3% | 0.00% | 0.0% |
| Q2 2020 | $253,000 | +3.7% | 5,808 | -6.7% | 0.00% | 0.0% |
| Q1 2020 | $244,000 | -14.1% | 6,226 | +19.5% | 0.00% | 0.0% |
| Q4 2019 | $284,000 | -77.4% | 5,211 | -77.0% | 0.00% | -81.8% |
| Q3 2019 | $1,258,000 | -15.9% | 22,643 | -21.2% | 0.01% | -21.4% |
| Q2 2019 | $1,495,000 | -19.8% | 28,737 | -20.3% | 0.01% | -22.2% |
| Q1 2019 | $1,865,000 | +43.9% | 36,061 | +24.8% | 0.02% | +28.6% |
| Q4 2018 | $1,296,000 | +76.6% | 28,901 | +90.4% | 0.01% | +100.0% |
| Q3 2018 | $734,000 | +5.8% | 15,177 | +7.5% | 0.01% | 0.0% |
| Q2 2018 | $694,000 | +221.3% | 14,121 | +194.1% | 0.01% | +250.0% |
| Q1 2018 | $216,000 | -42.9% | 4,801 | -36.9% | 0.00% | -50.0% |
| Q4 2017 | $378,000 | +20.0% | 7,614 | +19.2% | 0.00% | 0.0% |
| Q3 2017 | $315,000 | +11.7% | 6,389 | +11.4% | 0.00% | 0.0% |
| Q2 2017 | $282,000 | +21.6% | 5,734 | +20.8% | 0.00% | 0.0% |
| Q1 2017 | $232,000 | +15.4% | 4,746 | +19.9% | 0.00% | 0.0% |
| Q3 2016 | $201,000 | -6.9% | 3,957 | -5.5% | 0.00% | -20.0% |
| Q2 2016 | $216,000 | – | 4,186 | – | 0.01% | – |
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% |