ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 287 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,919,916 | +9.8% | 222,553 | +10.3% | 1.53% | +10.0% |
| Q1 2024 | $10,857,597 | +4.9% | 201,814 | +5.8% | 1.39% | -0.7% |
| Q4 2023 | $10,354,864 | +24.3% | 190,732 | +8.0% | 1.40% | +11.5% |
| Q3 2023 | $8,333,294 | +4.3% | 176,628 | +13.6% | 1.26% | +9.1% |
| Q2 2023 | $7,990,023 | +11.9% | 155,418 | +9.7% | 1.15% | +4.2% |
| Q1 2023 | $7,140,559 | +8.2% | 141,678 | +6.2% | 1.11% | +2.4% |
| Q4 2022 | $6,596,565 | +21.5% | 133,399 | +16.7% | 1.08% | +12.2% |
| Q3 2022 | $5,428,000 | +43.1% | 114,266 | +60.9% | 0.96% | +48.3% |
| Q2 2022 | $3,793,000 | -17.2% | 71,023 | +0.2% | 0.65% | -7.3% |
| Q1 2022 | $4,580,000 | -5.9% | 70,846 | -1.6% | 0.70% | -4.4% |
| Q4 2021 | $4,866,000 | +14.0% | 71,991 | -1.1% | 0.73% | +5.6% |
| Q3 2021 | $4,268,000 | -1.7% | 72,773 | -2.2% | 0.69% | -0.6% |
| Q2 2021 | $4,340,000 | +10.2% | 74,384 | -1.0% | 0.70% | +4.2% |
| Q1 2021 | $3,937,000 | +13.0% | 75,135 | +4.4% | 0.67% | +5.2% |
| Q4 2020 | $3,483,000 | – | 71,946 | – | 0.64% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 775,914 | $33,938,000 | 19.10% |
| Blueprint Investment Partners LLC | 260,723 | $12,622,000 | 9.97% |
| CornerStone Partners LLC | 305,353 | $13,356,000 | 9.88% |
| Horan Securities, Inc. | 209,153 | $9,148,000 | 9.11% |
| McCutchen Group LLC | 695,330 | $30,414,000 | 7.50% |
| S. R. Schill & Associates | 261,607 | $11,443,000 | 5.80% |
| Ellenbecker Investment Group | 239,443 | $10,473,000 | 4.46% |
| Peterson Wealth Advisors, LLC | 173,649 | $7,595,000 | 3.89% |
| Biltmore Wealth Management, LLC | 117,161 | $5,094,000 | 2.95% |
| ERn Financial, LLC | 143,943 | $6,296,000 | 2.95% |