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 | $247,914 | +45.8% | 5,255 | +34.6% | 0.00% | 0.0% |
| Q2 2020 | $170,000 | -84.8% | 3,905 | -81.0% | 0.00% | -88.2% |
| Q4 2019 | $1,120,000 | -21.8% | 20,518 | -20.4% | 0.02% | -22.7% |
| Q3 2019 | $1,432,000 | +218.2% | 25,779 | +197.9% | 0.02% | +175.0% |
| Q2 2019 | $450,000 | +20.3% | 8,655 | +19.6% | 0.01% | +14.3% |
| Q1 2019 | $374,000 | +4.2% | 7,238 | -9.6% | 0.01% | -22.2% |
| Q4 2018 | $359,000 | +2.9% | 8,010 | +11.1% | 0.01% | +28.6% |
| Q3 2018 | $349,000 | -3.1% | 7,207 | -9.9% | 0.01% | -50.0% |
| Q1 2018 | $360,000 | -16.7% | 7,996 | -8.5% | 0.01% | +27.3% |
| Q3 2017 | $432,000 | +33.7% | 8,737 | +30.3% | 0.01% | +22.2% |
| Q2 2017 | $323,000 | +56.8% | 6,707 | +59.4% | 0.01% | +50.0% |
| Q1 2017 | $206,000 | +2188.9% | 4,207 | +1903.3% | 0.01% | +500.0% |
| Q3 2014 | $9,000 | – | 210 | – | 0.00% | – |
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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% |