ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 289 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48 | -99.9% | 1 | -98.0% | 0.00% | -100.0% |
| Q2 2023 | $36,826 | +68096.3% | 51 | +2.0% | 0.10% | +4900.0% |
| Q1 2023 | $54 | -99.9% | 50 | +2.0% | 0.00% | -99.0% |
| Q4 2022 | $38,338 | -24.8% | 49 | +2.1% | 0.20% | +9900.0% |
| Q3 2022 | $51,000 | -17.7% | 48 | -9.4% | 0.00% | 0.0% |
| Q2 2022 | $62,000 | -17.3% | 53 | -18.5% | 0.00% | 0.0% |
| Q1 2022 | $75,000 | -5.1% | 65 | -4.4% | 0.00% | 0.0% |
| Q4 2021 | $79,000 | +33.9% | 68 | +6700.0% | 0.00% | -92.9% |
| Q3 2021 | $59,000 | +1.7% | 1 | 0.0% | 0.03% | +33.3% |
| Q2 2021 | $58,000 | -6.5% | 1 | 0.0% | 0.02% | +2000.0% |
| Q1 2021 | $62,000 | +6100.0% | 1 | -94.7% | 0.00% | 0.0% |
| Q4 2020 | $1,000 | -100.0% | 19 | -97.6% | 0.00% | -99.0% |
| Q1 2020 | $31,083,000 | +56414.5% | 795 | -26.9% | 0.10% | +152.6% |
| Q4 2019 | $55,000 | +52.8% | 1,088 | +66.6% | 0.04% | +22.6% |
| Q3 2019 | $36,000 | +16.1% | 653 | +10.5% | 0.03% | +24.0% |
| Q2 2019 | $31,000 | -43.6% | 591 | -44.7% | 0.02% | -43.2% |
| Q1 2019 | $55,000 | -14.1% | 1,069 | -22.7% | 0.04% | -33.3% |
| Q1 2018 | $64,000 | – | 1,383 | – | 0.07% | – |
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% |