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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $380,000 | -42.9% | 7,109 | -30.8% | 0.02% | -27.3% |
| Q1 2022 | $665,000 | -16.8% | 10,272 | -13.1% | 0.02% | -4.3% |
| Q4 2021 | $799,000 | +62.4% | 11,820 | +41.1% | 0.02% | +43.8% |
| Q3 2021 | $492,000 | +8.1% | 8,376 | +7.6% | 0.02% | +6.7% |
| Q2 2021 | $455,000 | +17.9% | 7,786 | +5.8% | 0.02% | +7.1% |
| Q1 2021 | $386,000 | – | 7,360 | – | 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% |