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 | $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% | – |
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% |