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 | $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 | 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% |