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 | $644,196 | -6.8% | 13,654 | +1.5% | 0.43% | -3.0% |
| Q2 2023 | $691,310 | +2.8% | 13,447 | +0.8% | 0.44% | -0.2% |
| Q1 2023 | $672,638 | +0.5% | 13,346 | -1.4% | 0.44% | -3.5% |
| Q4 2022 | $669,405 | +5.1% | 13,537 | +1.0% | 0.46% | -7.3% |
| Q3 2022 | $637,000 | -12.3% | 13,407 | -1.4% | 0.49% | -6.8% |
| Q2 2022 | $726,000 | -17.8% | 13,597 | -0.4% | 0.53% | -6.4% |
| Q1 2022 | $883,000 | -4.3% | 13,656 | +0.1% | 0.56% | -7.2% |
| Q4 2021 | $923,000 | +15.1% | 13,649 | -0.2% | 0.61% | +5.4% |
| Q3 2021 | $802,000 | +0.1% | 13,678 | -0.3% | 0.58% | -2.5% |
| Q2 2021 | $801,000 | +5.1% | 13,726 | -5.6% | 0.59% | -14.6% |
| Q1 2021 | $762,000 | – | 14,535 | – | 0.69% | – |
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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% |