ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 321 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 3.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $37,010 | -0.4% | 691 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $37,176 | -0.9% | 691 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $37,514 | +15.1% | 691 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $32,601 | -8.2% | 691 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $35,524 | +2.0% | 691 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $34,826 | +102329.4% | 691 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $34 | -99.9% | 691 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $33,000 | -10.8% | 691 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $37,000 | -17.8% | 691 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $45,000 | -4.3% | 691 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $47,000 | – | 691 | – | 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% |