ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 315 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.80 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $4,286,669 | -44.9% | 83,382 | -46.0% | 0.09% | -49.4% |
Q1 2023 | $7,783,222 | +12.4% | 154,429 | +10.3% | 0.17% | +29.9% |
Q4 2022 | $6,923,940 | -19.1% | 140,019 | -22.2% | 0.13% | -29.1% |
Q3 2022 | $8,559,000 | +49.3% | 179,979 | +67.7% | 0.19% | +61.5% |
Q2 2022 | $5,731,000 | +38.5% | 107,328 | +67.7% | 0.12% | +67.1% |
Q1 2022 | $4,138,000 | – | 64,000 | – | 0.07% | – |
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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% |