ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 315 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.80 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $63,655 | +30.3% | 1,263 | +27.8% | 0.00% | – |
| Q4 2022 | $48,857 | -11.2% | 988 | -13.9% | 0.00% | – |
| Q3 2022 | $55,000 | -11.3% | 1,148 | 0.0% | 0.00% | – |
| Q2 2022 | $62,000 | -16.2% | 1,148 | 0.0% | 0.00% | – |
| Q1 2022 | $74,000 | +8.8% | 1,148 | +14.1% | 0.00% | – |
| Q4 2021 | $68,000 | +15.3% | 1,006 | 0.0% | 0.00% | – |
| Q3 2021 | $59,000 | -16.9% | 1,006 | -17.8% | 0.00% | – |
| Q2 2021 | $71,000 | +61.4% | 1,224 | +46.2% | 0.00% | – |
| Q1 2021 | $44,000 | +266.7% | 837 | +251.7% | 0.00% | – |
| Q4 2020 | $12,000 | -42.9% | 238 | -51.2% | 0.00% | – |
| Q3 2020 | $21,000 | +110.0% | 488 | +105.0% | 0.00% | – |
| Q2 2020 | $10,000 | +11.1% | 238 | 0.0% | 0.00% | – |
| Q1 2020 | $9,000 | -30.8% | 238 | 0.0% | 0.00% | – |
| Q4 2019 | $13,000 | 0.0% | 238 | 0.0% | 0.00% | – |
| Q3 2019 | $13,000 | – | 238 | – | 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% |