ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 291 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 5.50 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $792,549 | -13.6% | 16,798 | -5.8% | 0.04% | -9.1% |
| Q2 2023 | $916,813 | +3.7% | 17,833 | +1.6% | 0.04% | -18.5% |
| Q1 2023 | $884,367 | -5.7% | 17,547 | -7.5% | 0.05% | -19.4% |
| Q4 2022 | $938,045 | -9.8% | 18,970 | -13.3% | 0.07% | -22.1% |
| Q3 2022 | $1,040,000 | -11.9% | 21,886 | -1.0% | 0.09% | -12.2% |
| Q2 2022 | $1,180,000 | -25.6% | 22,097 | -10.0% | 0.10% | -13.3% |
| Q1 2022 | $1,587,000 | -15.3% | 24,555 | -11.4% | 0.11% | -19.3% |
| Q4 2021 | $1,873,000 | +13.7% | 27,707 | -1.3% | 0.14% | -38.1% |
| Q3 2021 | $1,647,000 | +0.1% | 28,075 | -0.5% | 0.23% | -23.1% |
| Q2 2021 | $1,646,000 | +2.1% | 28,212 | -8.3% | 0.29% | -5.8% |
| Q1 2021 | $1,612,000 | +46.7% | 30,765 | +35.6% | 0.31% | +4.7% |
| Q4 2020 | $1,099,000 | -17.4% | 22,695 | -25.4% | 0.30% | -50.1% |
| Q3 2020 | $1,330,000 | -0.4% | 30,403 | -1.1% | 0.60% | -19.1% |
| Q2 2020 | $1,336,000 | +10.0% | 30,726 | -0.8% | 0.74% | -40.8% |
| Q1 2020 | $1,214,000 | – | 30,984 | – | 1.25% | – |
Download | ||||||
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% |