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 | $2,864,526 | -6.9% | 60,715 | +1.4% | 1.20% | -5.7% |
| Q2 2023 | $3,077,497 | +7.4% | 59,862 | +5.3% | 1.27% | +1.7% |
| Q1 2023 | $2,866,364 | +1.9% | 56,872 | +7.4% | 1.25% | -10.1% |
| Q4 2022 | $2,811,699 | +11.8% | 52,934 | 0.0% | 1.39% | +5.9% |
| Q3 2022 | $2,514,000 | -11.0% | 52,934 | +11.4% | 1.31% | -9.1% |
| Q2 2022 | $2,825,000 | -16.0% | 47,536 | 0.0% | 1.44% | -12.3% |
| Q1 2022 | $3,362,000 | +4.6% | 47,536 | 0.0% | 1.65% | +1.0% |
| Q4 2021 | $3,213,000 | +20.7% | 47,536 | +4.8% | 1.63% | +12.3% |
| Q3 2021 | $2,661,000 | -0.2% | 45,368 | -0.8% | 1.45% | -12.3% |
| Q2 2021 | $2,667,000 | +11.0% | 45,719 | -0.2% | 1.65% | -3.0% |
| Q1 2021 | $2,402,000 | +20.6% | 45,833 | +11.4% | 1.71% | +1.1% |
| Q4 2020 | $1,991,000 | – | 41,136 | – | 1.69% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 791,736 | $46,190,000 | 14.32% |
| Blueprint Investment Partners LLC | 224,072 | $13,072,000 | 10.45% |
| Ellenbecker Investment Group | 511,773 | $29,857,000 | 9.80% |
| McCutchen Group LLC | 743,662 | $43,385,000 | 7.95% |
| S. R. Schill & Associates | 271,613 | $15,846,000 | 6.27% |
| Fi3 FINANCIAL ADVISORS, LLC | 131,631 | $8,026,000 | 5.50% |
| MBE Wealth Management, LLC | 167,826 | $9,791,000 | 5.07% |
| Peterson Wealth Advisors, LLC | 211,719 | $12,352,000 | 4.38% |
| Biltmore Wealth Management, LLC | 168,991 | $9,859,000 | 4.02% |
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 305,353 | $17,814,000 | 3.64% |