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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,690,430 | -7.5% | 35,829 | +0.8% | 1.37% | -4.5% |
| Q2 2023 | $1,827,285 | +3.3% | 35,543 | +1.3% | 1.44% | -3.5% |
| Q1 2023 | $1,768,312 | +97813.2% | 35,085 | -3.9% | 1.49% | -5.8% |
| Q4 2022 | $1,806 | -99.9% | 36,520 | -0.4% | 1.58% | -2.3% |
| Q3 2022 | $1,742,000 | -12.5% | 36,665 | -1.7% | 1.62% | -13.0% |
| Q2 2022 | $1,991,000 | -20.4% | 37,292 | -3.6% | 1.86% | -16.9% |
| Q1 2022 | $2,500,000 | -12.4% | 38,671 | -8.4% | 2.24% | -11.3% |
| Q4 2021 | $2,853,000 | – | 42,205 | – | 2.52% | – |
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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% |