ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 291 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 5.50 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $325,104 | -11.3% | 7,254 | +1.8% | 0.08% | -20.8% |
Q2 2023 | $366,369 | +2.4% | 7,126 | +0.4% | 0.10% | -6.8% |
Q1 2023 | $357,728 | +2.5% | 7,098 | +0.6% | 0.10% | -6.4% |
Q4 2022 | $348,869 | +8.3% | 7,055 | +4.0% | 0.11% | -3.5% |
Q3 2022 | $322,000 | -12.7% | 6,786 | -1.9% | 0.11% | -8.8% |
Q2 2022 | $369,000 | -17.3% | 6,917 | +0.4% | 0.12% | -1.6% |
Q1 2022 | $446,000 | -3.9% | 6,892 | +0.3% | 0.13% | +1.6% |
Q4 2021 | $464,000 | – | 6,872 | – | 0.12% | – |
Download |
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% |