ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 9 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,491,278 | -11.1% | 31,608 | -3.1% | 0.07% | -6.5% |
| Q2 2023 | $1,677,063 | +0.6% | 32,621 | -1.4% | 0.08% | -10.5% |
| Q1 2023 | $1,667,298 | +1.3% | 33,081 | -0.6% | 0.09% | -2.3% |
| Q4 2022 | $1,645,366 | +18.5% | 33,273 | +13.9% | 0.09% | +4.8% |
| Q3 2022 | $1,388,000 | -13.2% | 29,212 | -2.5% | 0.08% | -6.7% |
| Q2 2022 | $1,599,000 | -18.4% | 29,952 | -1.2% | 0.09% | -8.2% |
| Q1 2022 | $1,960,000 | -0.6% | 30,315 | +4.0% | 0.10% | +3.2% |
| Q4 2021 | $1,971,000 | +18.8% | 29,159 | +2.6% | 0.10% | +5.6% |
| Q2 2021 | $1,659,000 | +15.6% | 28,432 | +3.8% | 0.09% | +5.9% |
| Q1 2021 | $1,435,000 | +19.1% | 27,383 | +10.0% | 0.08% | +3.7% |
| Q4 2020 | $1,205,000 | +12.4% | 24,900 | +1.6% | 0.08% | +43.9% |
| Q3 2020 | $1,072,000 | +110.6% | 24,505 | +109.4% | 0.06% | +29.5% |
| Q2 2020 | $509,000 | +63.7% | 11,701 | +47.3% | 0.04% | -20.0% |
| Q1 2020 | $311,000 | – | 7,946 | – | 0.06% | – |
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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% |