ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 315 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.80 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $328,845 | +34.2% | 6,970 | +46.2% | 0.01% | +57.1% |
| Q2 2023 | $245,020 | -19.9% | 4,766 | -21.5% | 0.01% | -12.5% |
| Q1 2023 | $305,878 | -65.0% | 6,069 | -66.4% | 0.01% | -38.5% |
| Q4 2020 | $875,000 | +24.6% | 18,077 | +12.7% | 0.01% | 0.0% |
| Q3 2020 | $702,000 | -12.7% | 16,041 | -13.2% | 0.01% | -18.8% |
| Q2 2020 | $804,000 | -39.2% | 18,484 | -45.3% | 0.02% | -61.0% |
| Q1 2020 | $1,323,000 | -14.7% | 33,781 | +18.9% | 0.04% | -12.8% |
| Q4 2019 | $1,551,000 | +225.2% | 28,417 | +230.7% | 0.05% | +147.4% |
| Q3 2019 | $477,000 | – | 8,593 | – | 0.02% | – |
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% |