ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 190 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $213,657 | -9.7% | 4,600 | 0.0% | 0.04% | -9.5% |
Q2 2023 | $236,487 | -1.0% | 4,600 | -3.0% | 0.04% | -8.7% |
Q1 2023 | $238,896 | -1.5% | 4,740 | -3.3% | 0.05% | -9.8% |
Q4 2022 | $242,504 | +4.1% | 4,904 | +0.2% | 0.05% | -8.9% |
Q3 2022 | $233,000 | -12.4% | 4,893 | -2.8% | 0.06% | -11.1% |
Q2 2022 | $266,000 | -33.5% | 5,032 | -18.8% | 0.06% | -21.2% |
Q1 2022 | $400,000 | -2.7% | 6,194 | +1.6% | 0.08% | -2.4% |
Q4 2021 | $411,000 | +14.5% | 6,099 | -0.5% | 0.08% | -26.1% |
Q3 2021 | $359,000 | -3.5% | 6,127 | -3.4% | 0.11% | +0.9% |
Q2 2021 | $372,000 | +23.2% | 6,344 | +1.4% | 0.11% | -7.6% |
Q4 2020 | $302,000 | +8.2% | 6,257 | -2.6% | 0.12% | -18.5% |
Q3 2020 | $279,000 | 0.0% | 6,421 | 0.0% | 0.15% | -24.7% |
Q2 2020 | $279,000 | -5.7% | 6,421 | -15.0% | 0.19% | -33.8% |
Q1 2020 | $296,000 | -29.0% | 7,552 | -1.7% | 0.29% | -16.3% |
Q4 2019 | $417,000 | – | 7,686 | – | 0.35% | – |
Download |
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% |