ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 291 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 5.50 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $70,770 | -6.4% | 1,500 | 0.0% | 0.05% | -9.8% |
| Q1 2023 | $75,600 | +1.9% | 1,500 | 0.0% | 0.05% | -5.6% |
| Q4 2022 | $74,175 | +4.5% | 1,500 | 0.0% | 0.05% | -5.3% |
| Q3 2022 | $71,000 | -30.4% | 1,500 | -21.5% | 0.06% | -27.8% |
| Q2 2022 | $102,000 | -17.7% | 1,912 | 0.0% | 0.08% | +5.3% |
| Q1 2022 | $124,000 | -1.6% | 1,912 | +2.4% | 0.08% | +4.2% |
| Q4 2021 | $126,000 | +14.5% | 1,868 | 0.0% | 0.07% | +7.5% |
| Q3 2021 | $110,000 | +3.8% | 1,868 | +2.6% | 0.07% | +1.5% |
| Q2 2021 | $106,000 | +11.6% | 1,820 | 0.0% | 0.07% | 0.0% |
| Q1 2021 | $95,000 | +8.0% | 1,820 | 0.0% | 0.07% | +1.5% |
| Q4 2020 | $88,000 | – | 1,820 | – | 0.06% | – |
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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% |