ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 291 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $301 | -18.0% | 6,517 | -6.6% | 0.15% | -13.5% |
| Q2 2023 | $367 | -99.9% | 6,976 | +12.0% | 0.17% | +9.7% |
| Q1 2023 | $313,768 | +16.9% | 6,226 | +14.7% | 0.16% | +6.9% |
| Q4 2022 | $268,490 | -10.2% | 5,430 | -13.7% | 0.14% | -22.5% |
| Q3 2022 | $299,000 | +32.9% | 6,295 | +49.7% | 0.19% | +38.5% |
| Q2 2022 | $225,000 | -32.2% | 4,205 | -18.0% | 0.14% | -22.0% |
| Q1 2022 | $332,000 | +28.7% | 5,129 | +34.2% | 0.17% | +32.1% |
| Q4 2021 | $258,000 | – | 3,821 | – | 0.13% | – |
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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% |