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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $652,310 | +87341.0% | 13,826 | -2.4% | 0.00% | -50.0% |
Q4 2022 | $746 | -99.8% | 14,170 | +54.7% | 0.01% | +50.0% |
Q3 2022 | $432,000 | -18.9% | 9,159 | -5.7% | 0.00% | 0.0% |
Q2 2022 | $533,000 | -51.8% | 9,713 | -41.2% | 0.00% | -50.0% |
Q1 2022 | $1,106,000 | -49.1% | 16,506 | -52.8% | 0.01% | -50.0% |
Q4 2021 | $2,174,000 | +33.1% | 34,967 | +34.8% | 0.02% | +60.0% |
Q3 2021 | $1,633,000 | +5.8% | 25,936 | +1.9% | 0.01% | +11.1% |
Q2 2021 | $1,543,000 | +77.6% | 25,446 | +63.4% | 0.01% | +80.0% |
Q1 2021 | $869,000 | +5.7% | 15,570 | -7.4% | 0.01% | 0.0% |
Q4 2020 | $822,000 | +10.8% | 16,806 | +2.0% | 0.01% | 0.0% |
Q3 2020 | $742,000 | -14.4% | 16,471 | -16.8% | 0.01% | -28.6% |
Q2 2020 | $867,000 | -38.2% | 19,800 | -43.6% | 0.01% | -46.2% |
Q1 2020 | $1,402,000 | -45.7% | 35,128 | -23.9% | 0.01% | -35.0% |
Q4 2019 | $2,582,000 | -0.9% | 46,184 | +0.5% | 0.02% | -4.8% |
Q3 2019 | $2,606,000 | – | 45,974 | – | 0.02% | – |
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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% |