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 | $1,829,172 | +6.1% | 38,770 | +15.6% | 0.00% | – |
| Q2 2023 | $1,724,259 | +50.6% | 33,540 | +47.6% | 0.00% | – |
| Q1 2023 | $1,144,673 | +57162.3% | 22,719 | -43.8% | 0.00% | – |
| Q4 2022 | $1,999 | -98.7% | 40,419 | +1149.4% | 0.00% | – |
| Q3 2022 | $153,000 | -42.0% | 3,235 | -34.6% | 0.00% | – |
| Q2 2022 | $264,000 | -15.7% | 4,943 | +2.0% | 0.00% | – |
| Q1 2022 | $313,000 | +55.7% | 4,846 | +63.2% | 0.00% | – |
| Q4 2021 | $201,000 | +52.3% | 2,969 | +31.8% | 0.00% | – |
| Q3 2021 | $132,000 | +36.1% | 2,252 | +36.1% | 0.00% | – |
| Q2 2021 | $97,000 | +16.9% | 1,655 | +4.6% | 0.00% | – |
| Q1 2021 | $83,000 | +80.4% | 1,582 | +64.3% | 0.00% | – |
| Q4 2020 | $46,000 | +170.6% | 963 | +152.1% | 0.00% | – |
| Q3 2020 | $17,000 | -99.4% | 382 | -99.4% | 0.00% | -100.0% |
| Q2 2020 | $2,758,000 | +16.6% | 63,427 | +5.0% | 0.00% | 0.0% |
| Q1 2020 | $2,366,000 | -41.8% | 60,412 | -18.9% | 0.00% | 0.0% |
| Q4 2019 | $4,068,000 | +5.2% | 74,521 | +7.1% | 0.00% | 0.0% |
| Q3 2019 | $3,867,000 | +18.5% | 69,610 | +10.2% | 0.00% | 0.0% |
| Q2 2019 | $3,264,000 | +26.7% | 63,144 | +26.8% | 0.00% | 0.0% |
| Q1 2019 | $2,576,000 | +184.3% | 49,802 | +146.4% | 0.00% | – |
| Q4 2018 | $906,000 | – | 20,208 | – | 0.00% | – |
Download | ||||||
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% |