ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 313 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 3.55 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $431,253 | +4.2% | 8,721 | 0.0% | 0.01% | -9.1% |
| Q3 2022 | $414,000 | -11.2% | 8,721 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $466,000 | -17.4% | 8,721 | 0.0% | 0.01% | -8.3% |
| Q1 2022 | $564,000 | -4.2% | 8,721 | 0.0% | 0.01% | -7.7% |
| Q4 2021 | $589,000 | +9.9% | 8,721 | -4.6% | 0.01% | +8.3% |
| Q3 2021 | $536,000 | +0.6% | 9,143 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $533,000 | -6.8% | 9,143 | -16.2% | 0.01% | -25.0% |
| Q1 2021 | $572,000 | – | 10,915 | – | 0.02% | – |
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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% |