ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 291 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $205,000 | -51.2% | 3,831 | -41.1% | 0.11% | -47.9% |
| Q1 2022 | $420,000 | -15.3% | 6,501 | -11.5% | 0.22% | -10.8% |
| Q4 2021 | $496,000 | -12.1% | 7,343 | -23.6% | 0.24% | -33.1% |
| Q3 2021 | $564,000 | -2.3% | 9,616 | -2.8% | 0.36% | -4.8% |
| Q2 2021 | $577,000 | +3.4% | 9,898 | -7.0% | 0.38% | -4.3% |
| Q1 2021 | $558,000 | -6.2% | 10,642 | -13.5% | 0.40% | -11.6% |
| Q4 2020 | $595,000 | -22.0% | 12,300 | -29.5% | 0.45% | -25.9% |
| Q3 2020 | $763,000 | -10.4% | 17,442 | -10.8% | 0.60% | -11.6% |
| Q2 2020 | $852,000 | +12.3% | 19,564 | +0.3% | 0.68% | -4.9% |
| Q1 2020 | $759,000 | -28.4% | 19,500 | +0.8% | 0.72% | -8.5% |
| Q4 2019 | $1,060,000 | -99.9% | 19,338 | +17.0% | 0.78% | +21.9% |
| Q3 2019 | $918,130,000 | +120865.7% | 16,528 | +12.9% | 0.64% | +6.5% |
| Q2 2019 | $759,000 | +21.8% | 14,639 | +21.2% | 0.60% | +18.2% |
| Q1 2019 | $623,000 | +172.1% | 12,074 | +136.7% | 0.51% | +144.5% |
| Q4 2018 | $229,000 | – | 5,101 | – | 0.21% | – |
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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% |