ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 291 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,991 | -8.2% | 805 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $41,397 | -12.9% | 805 | -14.6% | 0.01% | -30.0% |
| Q1 2023 | $47,512 | +2.1% | 943 | +0.2% | 0.01% | +11.1% |
| Q4 2022 | $46,537 | +3.4% | 941 | +0.3% | 0.01% | 0.0% |
| Q3 2022 | $45,000 | -10.0% | 938 | +0.3% | 0.01% | 0.0% |
| Q2 2022 | $50,000 | -16.7% | 935 | +0.1% | 0.01% | -10.0% |
| Q1 2022 | $60,000 | -4.8% | 934 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $63,000 | +14.5% | 933 | +0.3% | 0.01% | +11.1% |
| Q3 2021 | $55,000 | +1.9% | 930 | +0.5% | 0.01% | 0.0% |
| Q2 2021 | $54,000 | +12.5% | 925 | +0.1% | 0.01% | 0.0% |
| Q1 2021 | $48,000 | +6.7% | 924 | +0.4% | 0.01% | 0.0% |
| Q4 2020 | $45,000 | +12.5% | 920 | +1.7% | 0.01% | 0.0% |
| Q3 2020 | $40,000 | +2.6% | 905 | +0.7% | 0.01% | 0.0% |
| Q2 2020 | $39,000 | -94.8% | 899 | -95.3% | 0.01% | -95.8% |
| Q1 2020 | $750,000 | -13.8% | 19,157 | +20.3% | 0.22% | +5.4% |
| Q4 2019 | $870,000 | +10.3% | 15,929 | +12.2% | 0.20% | -6.0% |
| Q3 2019 | $789,000 | +36.5% | 14,202 | +27.9% | 0.22% | +41.6% |
| Q2 2019 | $578,000 | +5680.0% | 11,108 | +5655.4% | 0.15% | +5033.3% |
| Q1 2019 | $10,000 | – | 193 | – | 0.00% | – |
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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% |