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 | $1,962 | -8.2% | 41,591 | 0.0% | 0.17% | -6.2% |
| Q2 2023 | $2,138 | -4.0% | 41,591 | -5.9% | 0.18% | -27.3% |
| Q1 2023 | $2,227 | +1.9% | 44,192 | 0.0% | 0.24% | -6.5% |
| Q4 2022 | $2,185 | -99.9% | 44,192 | +34.5% | 0.26% | +29.7% |
| Q3 2022 | $1,561,000 | +278.0% | 32,867 | +324.7% | 0.20% | +304.0% |
| Q2 2022 | $413,000 | -17.4% | 7,739 | 0.0% | 0.05% | -2.0% |
| Q1 2022 | $500,000 | -4.4% | 7,739 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $523,000 | +15.2% | 7,739 | 0.0% | 0.05% | +8.5% |
| Q3 2021 | $454,000 | +0.7% | 7,739 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $451,000 | +11.1% | 7,739 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $406,000 | +8.6% | 7,739 | 0.0% | 0.05% | +2.2% |
| Q4 2020 | $374,000 | +10.3% | 7,739 | 0.0% | 0.05% | -9.8% |
| Q3 2020 | $339,000 | +0.9% | 7,739 | 0.0% | 0.05% | +4.1% |
| Q2 2020 | $336,000 | – | 7,739 | – | 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% |