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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,589,162 | -1.4% | 54,400 | +6.5% | 0.00% | – |
| Q2 2023 | $2,627,051 | +3.6% | 51,100 | +1.6% | 0.00% | – |
| Q1 2023 | $2,535,120 | -43.8% | 50,300 | -44.8% | 0.00% | – |
| Q4 2022 | $4,509,840 | +619.3% | 91,200 | +590.9% | 0.00% | – |
| Q3 2022 | $627,000 | -73.5% | 13,200 | -63.9% | 0.00% | – |
| Q1 2022 | $2,366,000 | -27.2% | 36,600 | -23.9% | 0.00% | – |
| Q4 2021 | $3,251,000 | +5.2% | 48,100 | -8.7% | 0.00% | – |
| Q3 2021 | $3,091,000 | +24.7% | 52,700 | +24.0% | 0.00% | – |
| Q2 2021 | $2,479,000 | +168.9% | 42,500 | +141.5% | 0.00% | – |
| Q1 2021 | $922,000 | – | 17,600 | – | 0.00% | – |
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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% |