ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 205 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $62,000 | -10.1% | 1,301 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $69,000 | -17.9% | 1,301 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $84,000 | -37.8% | 1,301 | -35.0% | 0.00% | -33.3% |
| Q4 2021 | $135,000 | +15.4% | 2,001 | 0.0% | 0.00% | +50.0% |
| Q3 2021 | $117,000 | +875.0% | 2,001 | +900.5% | 0.00% | – |
| Q2 2021 | $12,000 | -25.0% | 200 | -33.3% | 0.00% | – |
| Q1 2021 | $16,000 | +6.7% | 300 | 0.0% | 0.00% | – |
| Q4 2020 | $15,000 | +15.4% | 300 | 0.0% | 0.00% | – |
| Q3 2020 | $13,000 | +333.3% | 300 | +237.1% | 0.00% | – |
| Q1 2020 | $3,000 | -40.0% | 89 | 0.0% | 0.00% | – |
| Q4 2019 | $5,000 | 0.0% | 89 | 0.0% | 0.00% | – |
| Q3 2019 | $5,000 | 0.0% | 89 | 0.0% | 0.00% | – |
| Q2 2019 | $5,000 | 0.0% | 89 | 0.0% | 0.00% | – |
| Q1 2019 | $5,000 | – | 89 | – | 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% |