ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 291 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,853,615 | -4.9% | 81,679 | +3.6% | 2.02% | -0.9% |
| Q2 2023 | $4,053,987 | +2.8% | 78,856 | +0.8% | 2.04% | -0.9% |
| Q1 2023 | $3,942,994 | +12.0% | 78,234 | +9.9% | 2.06% | +4.3% |
| Q4 2022 | $3,520,148 | -2.2% | 71,186 | +0.1% | 1.97% | -0.8% |
| Q3 2022 | $3,600,000 | +8.7% | 71,090 | +14.6% | 1.99% | +3.6% |
| Q2 2022 | $3,313,000 | -16.3% | 62,037 | +1.3% | 1.92% | +15.7% |
| Q1 2022 | $3,959,000 | -7.2% | 61,241 | -2.9% | 1.66% | -4.7% |
| Q4 2021 | $4,265,000 | – | 63,101 | – | 1.74% | – |
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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% |