ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 297 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 5.50 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $201,887 | -1.7% | 3,927 | -3.6% | 0.11% | -6.1% |
Q1 2023 | $205,279 | -0.4% | 4,073 | +5.5% | 0.12% | -8.7% |
Q2 2022 | $206,000 | -18.9% | 3,860 | -1.9% | 0.13% | -6.0% |
Q1 2022 | $254,000 | +8.5% | 3,935 | +13.7% | 0.13% | -0.7% |
Q4 2021 | $234,000 | +15.8% | 3,460 | 0.0% | 0.14% | +3.1% |
Q2 2021 | $202,000 | -1.5% | 3,460 | -11.5% | 0.13% | -9.7% |
Q1 2021 | $205,000 | -7.2% | 3,910 | -14.5% | 0.14% | -5.2% |
Q4 2020 | $221,000 | -2.2% | 4,572 | -11.6% | 0.15% | -11.0% |
Q3 2020 | $226,000 | -0.9% | 5,172 | -1.2% | 0.17% | -8.5% |
Q2 2020 | $228,000 | +11.2% | 5,236 | 0.0% | 0.19% | -5.5% |
Q1 2020 | $205,000 | – | 5,236 | – | 0.20% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
FIDUCIENT ADVISORS LLC | 775,914 | $33,938,000 | 19.10% |
Blueprint Investment Partners LLC | 260,723 | $12,622,000 | 9.97% |
CornerStone Partners LLC | 305,353 | $13,356,000 | 9.88% |
Horan Securities, Inc. | 209,153 | $9,148,000 | 9.11% |
McCutchen Group LLC | 695,330 | $30,414,000 | 7.50% |
S. R. Schill & Associates | 261,607 | $11,443,000 | 5.80% |
Ellenbecker Investment Group | 239,443 | $10,473,000 | 4.46% |
Peterson Wealth Advisors, LLC | 173,649 | $7,595,000 | 3.89% |
Biltmore Wealth Management, LLC | 117,161 | $5,094,000 | 2.95% |
ERn Financial, LLC | 143,943 | $6,296,000 | 2.95% |