ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 313 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 3.55 and the average weighting 0.4%.
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 | 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% |