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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $252,361 | -72.1% | 4,917 | -99.1% | 0.17% | -77.5% |
| Q1 2023 | $904,851 | -39.6% | 530,735 | +1653.2% | 0.74% | -20.7% |
| Q4 2022 | $1,497,299 | -36.8% | 30,273 | -39.2% | 0.93% | -40.4% |
| Q3 2022 | $2,369,000 | -34.5% | 49,771 | -26.3% | 1.56% | -24.9% |
| Q2 2022 | $3,616,000 | -16.5% | 67,528 | +1.2% | 2.08% | -3.2% |
| Q1 2022 | $4,331,000 | +2.5% | 66,697 | +6.8% | 2.15% | +1.0% |
| Q4 2021 | $4,227,000 | +60.4% | 62,438 | +39.2% | 2.13% | +41.0% |
| Q3 2021 | $2,635,000 | +25.8% | 44,844 | +25.4% | 1.51% | +15.6% |
| Q2 2021 | $2,094,000 | +17.7% | 35,750 | -6.7% | 1.30% | +22.3% |
| Q1 2021 | $1,779,000 | +124.3% | 38,325 | +127.9% | 1.07% | +76.7% |
| Q4 2020 | $793,000 | – | 16,816 | – | 0.60% | – |
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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% |