ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 321 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,354,310 | -8.2% | 49,901 | -0.0% | 1.88% | -3.5% |
| Q2 2023 | $2,565,493 | +4.4% | 49,903 | +1.1% | 1.95% | -1.1% |
| Q1 2023 | $2,457,539 | +101999.7% | 49,368 | +1.4% | 1.97% | -2.4% |
| Q4 2022 | $2,407 | -99.9% | 48,671 | +4.9% | 2.02% | +1.0% |
| Q3 2022 | $2,214,000 | +2.3% | 46,386 | +14.4% | 2.00% | -10.2% |
| Q2 2022 | $2,165,000 | -18.4% | 40,547 | -0.0% | 2.22% | +11.6% |
| Q1 2022 | $2,652,000 | +0.4% | 40,557 | +3.8% | 1.99% | -4.0% |
| Q4 2021 | $2,642,000 | +10.1% | 39,086 | -1.7% | 2.08% | +8.5% |
| Q3 2021 | $2,399,000 | +12.3% | 39,750 | -1.6% | 1.91% | -4.3% |
| Q1 2021 | $2,137,000 | +8.4% | 40,401 | -0.8% | 2.00% | +0.1% |
| Q4 2020 | $1,971,000 | – | 40,708 | – | 2.00% | – |
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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% |