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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $5,850,000 | +14.5% | 90,492 | +19.8% | 0.00% | 0.0% |
| Q4 2021 | $5,108,000 | +14.5% | 75,566 | -0.7% | 0.00% | 0.0% |
| Q3 2021 | $4,462,000 | -0.3% | 76,079 | -0.8% | 0.00% | 0.0% |
| Q2 2021 | $4,474,000 | -17.5% | 76,695 | -25.9% | 0.00% | 0.0% |
| Q1 2021 | $5,425,000 | +6.0% | 103,529 | -2.1% | 0.00% | 0.0% |
| Q4 2020 | $5,119,000 | – | 105,737 | – | 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% |