Strategic Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 289 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Strategic Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$6,000
-14.3%
136
+0.7%
0.01%
-9.1%
Q2 2022$7,000
-30.0%
135
-15.1%
0.01%
-21.4%
Q1 2022$10,000
+11.1%
159
+18.7%
0.01%
+7.7%
Q4 2021$9,000
+12.5%
134
+1.5%
0.01%
+18.2%
Q3 2021$8,0001320.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
FIDUCIENT ADVISORS LLC 1,010,876$48,936,00018.19%
Blueprint Investment Partners LLC 261$12,622,00010.22%
Horan Securities, Inc. 216,957$10,503,0008.66%
McCutchen Group LLC 708,500$34,298,0007.40%
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 305,353$14,782,0007.32%
Ellenbecker Investment Group 340,555$16,486,0006.09%
S. R. Schill & Associates 261,620$12,665,0005.84%
Peterson Wealth Advisors, LLC 184,761$8,944,0003.94%
ERn Financial, LLC 160,624$7,776,0003.20%
Biltmore Wealth Management, LLC 119,318$5,776,0002.98%
View complete list of ISHARES TR shareholders