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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,989,073 | -3.2% | 84,549 | +5.5% | 0.02% | -6.2% |
Q2 2023 | $4,118,820 | +177282.4% | 80,116 | +73.8% | 0.02% | +60.0% |
Q1 2023 | $2,322 | +1162.0% | 46,096 | +1131.5% | 0.01% | +900.0% |
Q4 2022 | $184 | -99.9% | 3,743 | +21.6% | 0.00% | 0.0% |
Q3 2022 | $145,000 | -10.5% | 3,077 | +1.3% | 0.00% | 0.0% |
Q2 2022 | $162,000 | +800.0% | 3,038 | +902.6% | 0.00% | – |
Q1 2022 | $18,000 | +50.0% | 303 | +67.4% | 0.00% | – |
Q4 2021 | $12,000 | +33.3% | 181 | +4.0% | 0.00% | – |
Q3 2021 | $9,000 | +12.5% | 174 | +18.4% | 0.00% | – |
Q2 2021 | $8,000 | +14.3% | 147 | +0.7% | 0.00% | – |
Q1 2021 | $7,000 | 0.0% | 146 | -9.9% | 0.00% | – |
Q3 2020 | $7,000 | 0.0% | 162 | 0.0% | 0.00% | – |
Q2 2020 | $7,000 | +16.7% | 162 | 0.0% | 0.00% | – |
Q1 2020 | $6,000 | – | 162 | – | 0.00% | – |
Download |
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% |