ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 321 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $946,006 | -11.5% | 20,051 | -3.6% | 0.00% | – |
Q2 2023 | $1,069,174 | +3.9% | 20,797 | +1.8% | 0.00% | – |
Q1 2023 | $1,029,269 | -50.5% | 20,422 | -51.4% | 0.00% | – |
Q4 2022 | $2,078,037 | +62.9% | 42,023 | +56.4% | 0.00% | – |
Q3 2022 | $1,276,000 | -9.8% | 26,867 | +1.4% | 0.00% | – |
Q2 2022 | $1,415,000 | +336.7% | 26,504 | +453.2% | 0.00% | – |
Q4 2021 | $324,000 | – | 4,791 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
FIDUCIENT ADVISORS LLC | 669,856 | $36,567,000 | 19.95% |
Compass Ion Advisors, LLC | 329,916 | $18,010,000 | 9.29% |
CornerStone Partners LLC | 195,636 | $10,680,000 | 8.48% |
Horan Securities, Inc. | 133,224 | $7,273,000 | 8.07% |
Blueprint Investment Partners LLC | 130,505 | $7,124,000 | 5.66% |
JOYN Advisors, Inc. | 475,348 | $25,949,000 | 5.56% |
ERn Financial, LLC | 150,556 | $8,219,000 | 4.78% |
Peterson Wealth Advisors, LLC | 142,354 | $7,771,000 | 4.44% |
S. R. Schill & Associates | 142,889 | $7,800,000 | 4.23% |
Ellenbecker Investment Group | 128,892 | $7,036,000 | 3.65% |