ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 315 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.80 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,053,942 | -13.8% | 107,120 | -6.0% | 0.19% | -15.4% |
Q2 2023 | $5,859,744 | -12.4% | 113,981 | -14.2% | 0.22% | -20.5% |
Q1 2023 | $6,692,896 | -41.1% | 132,796 | -42.2% | 0.28% | -45.9% |
Q4 2022 | $11,361,482 | +2536.1% | 229,757 | +3026.4% | 0.51% | +690.8% |
Q3 2021 | $431,000 | – | 7,349 | – | 0.06% | – |
Download |
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% |