ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 285 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,498,940 | +97.9% | 349,702 | +171.1% | 5.12% | +62.8% |
| Q1 2022 | $8,338,375 | +28.5% | 128,977 | +34.4% | 3.15% | +18.9% |
| Q4 2021 | $6,487,424 | +43.8% | 95,982 | +24.8% | 2.65% | +28.8% |
| Q3 2021 | $4,512,296 | +22.9% | 76,936 | +22.3% | 2.06% | +14.3% |
| Q2 2021 | $3,670,403 | +37.7% | 62,914 | +23.7% | 1.80% | +20.3% |
| Q1 2021 | $2,665,588 | – | 50,870 | – | 1.50% | – |
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% |