ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 237 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $409,000 | -34.0% | 7,661 | -20.2% | 0.07% | -38.5% |
| Q1 2022 | $620,000 | -6.9% | 9,595 | -2.6% | 0.11% | -9.2% |
| Q4 2021 | $666,000 | +16.6% | 9,847 | +1.1% | 0.12% | +0.8% |
| Q3 2021 | $571,000 | +1.2% | 9,737 | +0.7% | 0.12% | -4.8% |
| Q2 2021 | $564,000 | +11.2% | 9,672 | 0.0% | 0.12% | -2.3% |
| Q1 2021 | $507,000 | -68.3% | 9,672 | -67.0% | 0.13% | -79.8% |
| Q4 2019 | $1,599,000 | -10.8% | 29,297 | -8.5% | 0.63% | -14.6% |
| Q3 2019 | $1,792,000 | -55.8% | 32,004 | -58.5% | 0.74% | -57.9% |
| Q2 2019 | $4,052,000 | +142.3% | 77,102 | +138.5% | 1.76% | +128.0% |
| Q1 2019 | $1,672,000 | – | 32,326 | – | 0.77% | – |
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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% |