ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 321 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,643,543 | -6.5% | 56,031 | +1.8% | 0.54% | -21.2% |
| Q2 2023 | $2,828,732 | +2.8% | 55,023 | +0.7% | 0.68% | -11.9% |
| Q1 2023 | $2,752,697 | +9.7% | 54,617 | +7.6% | 0.78% | -9.3% |
| Q4 2022 | $2,510,131 | -1.9% | 50,761 | +0.4% | 0.85% | -1.2% |
| Q3 2022 | $2,559,000 | +226.8% | 50,558 | +245.0% | 0.86% | +125.0% |
| Q2 2022 | $783,000 | – | 14,655 | – | 0.38% | – |
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% |