ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 304 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,289,495 | -0.4% | 61,417 | 0.0% | 0.11% | +8.8% |
| Q1 2024 | $3,304,235 | -0.9% | 61,417 | 0.0% | 0.10% | -2.9% |
| Q4 2023 | $3,334,329 | +15.1% | 61,417 | 0.0% | 0.10% | +6.1% |
| Q3 2023 | $2,897,654 | -8.2% | 61,417 | 0.0% | 0.10% | -3.9% |
| Q2 2023 | $3,157,448 | +2.0% | 61,417 | 0.0% | 0.10% | -1.9% |
| Q1 2023 | $3,095,417 | +101823.5% | 61,417 | 0.0% | 0.10% | -3.7% |
| Q4 2022 | $3,037 | -99.9% | 61,417 | 0.0% | 0.11% | -3.5% |
| Q3 2022 | $2,917,000 | -11.1% | 61,417 | 0.0% | 0.11% | -5.0% |
| Q2 2022 | $3,280,000 | -17.4% | 61,417 | 0.0% | 0.12% | -3.3% |
| Q1 2022 | $3,971,000 | -4.3% | 61,417 | 0.0% | 0.12% | +0.8% |
| Q4 2021 | $4,151,000 | +15.2% | 61,417 | 0.0% | 0.12% | -17.6% |
| Q3 2021 | $3,602,000 | +0.5% | 61,417 | 0.0% | 0.15% | -0.7% |
| Q2 2021 | $3,583,000 | +11.3% | 61,417 | 0.0% | 0.15% | +7.2% |
| Q1 2021 | $3,218,000 | +8.2% | 61,417 | 0.0% | 0.14% | +2.2% |
| Q4 2020 | $2,973,000 | +10.7% | 61,417 | 0.0% | 0.14% | -1.4% |
| Q3 2020 | $2,686,000 | +0.6% | 61,417 | 0.0% | 0.14% | -2.1% |
| Q2 2020 | $2,670,000 | – | 61,417 | – | 0.14% | – |
Download | ||||||
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% |