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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,126 | -99.9% | 83,450 | -2.5% | 2.53% | -2.7% |
| Q3 2022 | $4,066,000 | -10.5% | 85,595 | +0.6% | 2.60% | -6.1% |
| Q2 2022 | $4,545,000 | -19.6% | 85,105 | -2.7% | 2.77% | -3.2% |
| Q1 2022 | $5,654,000 | -4.2% | 87,450 | +0.2% | 2.86% | +2.1% |
| Q4 2021 | $5,901,000 | +11.1% | 87,305 | -3.6% | 2.80% | +2.7% |
| Q3 2021 | $5,312,000 | +8.6% | 90,571 | +8.0% | 2.73% | +6.7% |
| Q2 2021 | $4,893,000 | +10.4% | 83,870 | -0.8% | 2.56% | +3.7% |
| Q1 2021 | $4,431,000 | +17.7% | 84,566 | +8.7% | 2.46% | +7.5% |
| Q4 2020 | $3,764,000 | +13.4% | 77,765 | +2.5% | 2.29% | +3.3% |
| Q3 2020 | $3,319,000 | +3.8% | 75,870 | +3.1% | 2.22% | -2.7% |
| Q2 2020 | $3,199,000 | – | 73,580 | – | 2.28% | – |
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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% |