ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 237 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $696,000 | -6.6% | 14,660 | +5.0% | 0.02% | -9.5% |
| Q2 2022 | $745,000 | -14.0% | 13,960 | +4.2% | 0.02% | 0.0% |
| Q1 2022 | $866,000 | +0.7% | 13,391 | +5.2% | 0.02% | -4.5% |
| Q4 2021 | $860,000 | +16.2% | 12,727 | +0.9% | 0.02% | 0.0% |
| Q3 2021 | $740,000 | +1.5% | 12,616 | +0.9% | 0.02% | -15.4% |
| Q2 2021 | $729,000 | +11.3% | 12,504 | 0.0% | 0.03% | -21.2% |
| Q1 2021 | $655,000 | +0.3% | 12,504 | -7.3% | 0.03% | -32.7% |
| Q4 2020 | $653,000 | -3.3% | 13,495 | -12.6% | 0.05% | -19.7% |
| Q3 2020 | $675,000 | -45.7% | 15,441 | -45.9% | 0.06% | -67.4% |
| Q2 2020 | $1,242,000 | – | 28,567 | – | 0.19% | – |
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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% |