ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 315 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.80 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,892,741 | -3.6% | 40,117 | +5.0% | 1.16% | -1.4% |
| Q2 2023 | $1,963,885 | +10.4% | 38,200 | +8.3% | 1.18% | +3.8% |
| Q1 2023 | $1,778,377 | +2.3% | 35,285 | +0.4% | 1.14% | -4.4% |
| Q4 2022 | $1,738,367 | +7.4% | 35,154 | +3.2% | 1.19% | -5.9% |
| Q3 2022 | $1,618,000 | -7.2% | 34,054 | +4.2% | 1.26% | +0.6% |
| Q2 2022 | $1,744,000 | -17.3% | 32,668 | +0.1% | 1.26% | -6.2% |
| Q1 2022 | $2,109,000 | -4.6% | 32,623 | -0.2% | 1.34% | -1.5% |
| Q4 2021 | $2,210,000 | +7.2% | 32,692 | +2.2% | 1.36% | +0.9% |
| Q3 2021 | $2,062,000 | – | 32,001 | – | 1.35% | – |
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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% |