ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 285 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $189,852 | -6.4% | 4,024 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $202,809 | 0.0% | 4,024 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $202,809 | +1.9% | 4,024 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $198,986 | +4.2% | 4,024 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $191,000 | -10.7% | 4,024 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $214,000 | -17.7% | 4,024 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $260,000 | -4.4% | 4,024 | -0.3% | 0.00% | 0.0% |
Q4 2021 | $272,000 | – | 4,035 | +36581.8% | 0.00% | – |
Q3 2021 | $0 | -100.0% | 11 | -97.6% | 0.00% | – |
Q1 2019 | $24,000 | – | 468 | – | 0.00% | – |
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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% |