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 | $264,142 | -54.1% | 5,599 | -50.0% | 0.01% | 0.0% |
| Q2 2023 | $575,648 | +109.1% | 11,198 | +105.0% | 0.01% | -31.2% |
| Q1 2023 | $275,261 | +2.4% | 5,462 | +0.5% | 0.02% | +100.0% |
| Q4 2022 | $268,684 | +22.1% | 5,433 | +17.5% | 0.01% | -57.9% |
| Q3 2022 | $220,000 | -10.9% | 4,623 | 0.0% | 0.02% | -9.5% |
| Q2 2022 | $247,000 | -16.8% | 4,623 | +0.5% | 0.02% | 0.0% |
| Q1 2022 | $297,000 | -4.2% | 4,600 | +0.4% | 0.02% | -4.5% |
| Q4 2021 | $310,000 | +20.6% | 4,582 | +4.4% | 0.02% | 0.0% |
| Q3 2021 | $257,000 | +0.4% | 4,390 | 0.0% | 0.02% | -4.3% |
| Q2 2021 | $256,000 | +16.4% | 4,390 | -5.0% | 0.02% | +21.1% |
| Q3 2011 | $220,000 | – | 4,623 | – | 0.02% | – |
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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% |