ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 315 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.80 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,274 | -74.1% | 27 | -72.4% | 0.00% | – |
| Q1 2023 | $4,922 | +2.6% | 98 | +1.0% | 0.00% | – |
| Q4 2022 | $4,799 | -31.4% | 97 | -29.2% | 0.00% | – |
| Q2 2022 | $7,000 | -96.5% | 137 | -95.6% | 0.00% | -100.0% |
| Q1 2022 | $200,000 | +3233.3% | 3,105 | +3388.8% | 0.01% | – |
| Q4 2021 | $6,000 | +20.0% | 89 | 0.0% | 0.00% | – |
| Q3 2021 | $5,000 | 0.0% | 89 | 0.0% | 0.00% | – |
| Q2 2021 | $5,000 | 0.0% | 89 | 0.0% | 0.00% | – |
| Q1 2021 | $5,000 | +25.0% | 89 | 0.0% | 0.00% | – |
| Q4 2020 | $4,000 | +33.3% | 89 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | 0.0% | 89 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | 0.0% | 89 | 0.0% | 0.00% | – |
| Q1 2020 | $3,000 | -25.0% | 89 | 0.0% | 0.00% | – |
| Q4 2019 | $4,000 | 0.0% | 89 | 0.0% | 0.00% | – |
| Q3 2019 | $4,000 | 0.0% | 89 | 0.0% | 0.00% | – |
| Q2 2019 | $4,000 | 0.0% | 89 | 0.0% | 0.00% | – |
| Q1 2019 | $4,000 | +33.3% | 89 | 0.0% | 0.00% | – |
| Q4 2018 | $3,000 | -94.3% | 89 | -92.0% | 0.00% | -100.0% |
| Q3 2018 | $53,000 | +1225.0% | 1,112 | +1149.4% | 0.00% | – |
| Q2 2018 | $4,000 | -93.5% | 89 | -93.5% | 0.00% | -100.0% |
| Q1 2018 | $62,000 | -21.5% | 1,379 | -14.0% | 0.01% | -28.6% |
| Q4 2017 | $79,000 | 0.0% | 1,604 | 0.0% | 0.01% | -12.5% |
| Q3 2017 | $79,000 | -27.5% | 1,604 | -27.7% | 0.01% | -27.3% |
| Q2 2017 | $109,000 | +289.3% | 2,220 | +282.1% | 0.01% | +266.7% |
| Q1 2017 | $28,000 | 0.0% | 581 | 0.0% | 0.00% | -25.0% |
| Q4 2016 | $28,000 | 0.0% | 581 | +4.5% | 0.00% | 0.0% |
| Q3 2016 | $28,000 | 0.0% | 556 | +1.8% | 0.00% | 0.0% |
| Q2 2016 | $28,000 | +12.0% | 546 | +4.6% | 0.00% | 0.0% |
| Q1 2016 | $25,000 | – | 522 | – | 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% |