ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 327 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $440,798 | +2.2% | 8,230 | +2.6% | 0.00% | – |
| Q1 2024 | $431,477 | -8.8% | 8,020 | -8.0% | 0.00% | -100.0% |
| Q4 2023 | $473,138 | +9.9% | 8,715 | -4.5% | 0.00% | 0.0% |
| Q3 2023 | $430,661 | -7.4% | 9,128 | +0.9% | 0.00% | 0.0% |
| Q2 2023 | $465,312 | +11.8% | 9,051 | +9.6% | 0.00% | 0.0% |
| Q1 2023 | $416,117 | -0.3% | 8,256 | -2.2% | 0.00% | 0.0% |
| Q4 2022 | $417,357 | – | 8,440 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 775,914 | $33,938,000 | 19.10% |
| Blueprint Investment Partners LLC | 260,723 | $12,622,000 | 9.97% |
| CornerStone Partners LLC | 305,353 | $13,356,000 | 9.88% |
| Horan Securities, Inc. | 209,153 | $9,148,000 | 9.11% |
| McCutchen Group LLC | 695,330 | $30,414,000 | 7.50% |
| S. R. Schill & Associates | 261,607 | $11,443,000 | 5.80% |
| Ellenbecker Investment Group | 239,443 | $10,473,000 | 4.46% |
| Peterson Wealth Advisors, LLC | 173,649 | $7,595,000 | 3.89% |
| Biltmore Wealth Management, LLC | 117,161 | $5,094,000 | 2.95% |
| ERn Financial, LLC | 143,943 | $6,296,000 | 2.95% |