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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $33,528 | +76.5% | 678 | +69.9% | 0.00% | 0.0% |
| Q3 2022 | $19,000 | -13.6% | 399 | 0.0% | 0.00% | -50.0% |
| Q2 2022 | $22,000 | -64.5% | 399 | -58.4% | 0.00% | -33.3% |
| Q1 2022 | $62,000 | +181.8% | 958 | +190.3% | 0.00% | +50.0% |
| Q4 2021 | $22,000 | +10.0% | 330 | -14.9% | 0.00% | 0.0% |
| Q1 2021 | $20,000 | +5.3% | 388 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $19,000 | – | 388 | – | 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% |