ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 213 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $318 | -16.8% | 6,737 | -9.3% | 0.00% | -33.3% |
| Q2 2023 | $382 | -9.0% | 7,426 | -10.9% | 0.00% | 0.0% |
| Q1 2023 | $420 | +128.3% | 8,334 | +124.4% | 0.00% | +200.0% |
| Q4 2022 | $184 | -99.9% | 3,714 | -42.6% | 0.00% | -66.7% |
| Q3 2022 | $307,000 | +10.4% | 6,470 | +24.2% | 0.00% | +50.0% |
| Q2 2022 | $278,000 | -41.0% | 5,210 | -28.5% | 0.00% | -33.3% |
| Q1 2022 | $471,000 | +63.5% | 7,290 | +71.1% | 0.00% | +50.0% |
| Q4 2021 | $288,000 | +260.0% | 4,260 | +213.2% | 0.00% | +100.0% |
| Q3 2021 | $80,000 | +81.8% | 1,360 | +78.9% | 0.00% | – |
| Q2 2021 | $44,000 | -87.4% | 760 | -88.6% | 0.00% | -100.0% |
| Q1 2021 | $348,000 | +86.1% | 6,640 | +71.6% | 0.00% | +200.0% |
| Q4 2020 | $187,000 | +9.4% | 3,870 | -0.8% | 0.00% | -50.0% |
| Q3 2020 | $171,000 | – | 3,900 | – | 0.00% | – |
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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% |