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 | $394,472 | -8.2% | 8,361 | 0.0% | 0.56% | -6.0% |
| Q2 2023 | $429,839 | -31.5% | 8,361 | -32.9% | 0.60% | -2.1% |
| Q1 2023 | $627,631 | +1.9% | 12,453 | 0.0% | 0.61% | +6.1% |
| Q4 2022 | $615,848 | -22.3% | 12,453 | -25.4% | 0.58% | +8.6% |
| Q3 2022 | $793,000 | -26.5% | 16,684 | -17.5% | 0.53% | -45.5% |
| Q2 2022 | $1,079,000 | -17.1% | 20,224 | +2.0% | 0.98% | -1.9% |
| Q1 2022 | $1,302,000 | +23.2% | 19,835 | +26.6% | 1.00% | +28.7% |
| Q4 2021 | $1,057,000 | – | 15,666 | – | 0.77% | – |
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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% |