ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 285 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $218,829 | -9.2% | 4,638 | -3.1% | 0.00% | 0.0% |
Q1 2023 | $241,118 | +5.8% | 4,784 | +41.7% | 0.00% | 0.0% |
Q4 2021 | $228,000 | -0.9% | 3,375 | -14.4% | 0.00% | 0.0% |
Q2 2021 | $230,000 | -5.0% | 3,941 | -21.0% | 0.00% | 0.0% |
Q4 2020 | $242,000 | -17.1% | 4,991 | -6.6% | 0.00% | -50.0% |
Q4 2019 | $292,000 | -20.0% | 5,341 | -18.7% | 0.00% | -33.3% |
Q3 2019 | $365,000 | – | 6,567 | – | 0.00% | – |
Download |
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% |