ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 237 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,436 | -9.1% | 200 | -1.0% | 0.01% | 0.0% |
| Q2 2023 | $10,385 | -84.7% | 202 | -85.0% | 0.01% | -85.3% |
| Q1 2023 | $67,939 | +101301.5% | 1,348 | -1.0% | 0.03% | -5.6% |
| Q4 2022 | $67 | -98.9% | 1,362 | +972.4% | 0.04% | +300.0% |
| Q3 2022 | $6,000 | -94.2% | 127 | -93.5% | 0.01% | -84.7% |
| Q2 2022 | $104,000 | -18.8% | 1,950 | -1.2% | 0.06% | -15.7% |
| Q1 2022 | $128,000 | -5.2% | 1,973 | -1.0% | 0.07% | -7.9% |
| Q4 2021 | $135,000 | +15.4% | 1,992 | -0.5% | 0.08% | +4.1% |
| Q3 2021 | $117,000 | -7.1% | 2,002 | -7.1% | 0.07% | -12.0% |
| Q2 2021 | $126,000 | +8.6% | 2,155 | -2.8% | 0.08% | -4.6% |
| Q1 2021 | $116,000 | -15.9% | 2,216 | -22.2% | 0.09% | -21.6% |
| Q4 2020 | $138,000 | – | 2,847 | – | 0.11% | – |
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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% |