ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 289 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $187,682 | -8.7% | 3,978 | -0.6% | 0.02% | -7.7% |
| Q2 2023 | $205,640 | +2.6% | 4,000 | +0.6% | 0.03% | -3.7% |
| Q1 2023 | $200,491 | +1.9% | 3,978 | 0.0% | 0.03% | +12.5% |
| Q4 2022 | $196,713 | +4.6% | 3,978 | 0.0% | 0.02% | -20.0% |
| Q3 2022 | $188,000 | -11.3% | 3,978 | 0.0% | 0.03% | -9.1% |
| Q2 2022 | $212,000 | -17.5% | 3,978 | 0.0% | 0.03% | +3.1% |
| Q1 2022 | $257,000 | -12.3% | 3,978 | -8.2% | 0.03% | -5.9% |
| Q4 2021 | $293,000 | +15.4% | 4,332 | 0.0% | 0.03% | +9.7% |
| Q3 2021 | $254,000 | +0.4% | 4,332 | 0.0% | 0.03% | -6.1% |
| Q2 2021 | $253,000 | +11.5% | 4,332 | 0.0% | 0.03% | -17.5% |
| Q1 2021 | $227,000 | +8.1% | 4,332 | 0.0% | 0.04% | -4.8% |
| Q4 2020 | $210,000 | +11.1% | 4,332 | 0.0% | 0.04% | -4.5% |
| Q3 2020 | $189,000 | +0.5% | 4,332 | 0.0% | 0.04% | -4.3% |
| Q2 2020 | $188,000 | +9.9% | 4,332 | -0.8% | 0.05% | -2.1% |
| Q1 2020 | $171,000 | – | 4,369 | – | 0.05% | – |
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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% |