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 | $37,253,975 | +59.0% | 789,612 | +73.2% | 0.05% | +60.0% |
Q2 2023 | $23,435,150 | +25.1% | 455,849 | +22.7% | 0.03% | +15.4% |
Q1 2023 | $18,731,709 | +16.2% | 371,661 | +14.0% | 0.03% | +8.3% |
Q4 2022 | $16,125,684 | +29.1% | 326,098 | +24.0% | 0.02% | +9.1% |
Q3 2022 | $12,488,000 | -2.3% | 262,921 | +9.9% | 0.02% | 0.0% |
Q2 2022 | $12,781,000 | -6.8% | 239,339 | +12.8% | 0.02% | 0.0% |
Q1 2022 | $13,715,000 | +2.5% | 212,132 | +7.1% | 0.02% | 0.0% |
Q4 2021 | $13,386,000 | +24.3% | 198,048 | +7.9% | 0.02% | +10.0% |
Q3 2021 | $10,767,000 | +5.6% | 183,584 | +5.0% | 0.02% | +5.3% |
Q2 2021 | $10,198,000 | +20.3% | 174,788 | +8.0% | 0.02% | +5.6% |
Q1 2021 | $8,480,000 | +21.8% | 161,835 | +12.5% | 0.02% | +12.5% |
Q4 2020 | $6,963,000 | +28.2% | 143,844 | +15.9% | 0.02% | +6.7% |
Q3 2020 | $5,430,000 | +12.5% | 124,134 | +11.8% | 0.02% | 0.0% |
Q2 2020 | $4,826,000 | +27.7% | 110,989 | +15.0% | 0.02% | 0.0% |
Q1 2020 | $3,779,000 | -7.6% | 96,478 | +28.7% | 0.02% | +7.1% |
Q4 2019 | $4,091,000 | +1678.7% | 74,935 | +1709.6% | 0.01% | +1300.0% |
Q3 2019 | $230,000 | +187.5% | 4,141 | +168.0% | 0.00% | – |
Q2 2019 | $80,000 | +566.7% | 1,545 | +541.1% | 0.00% | – |
Q1 2019 | $12,000 | -7.7% | 241 | -13.6% | 0.00% | – |
Q4 2018 | $13,000 | -7.1% | 279 | -5.7% | 0.00% | – |
Q3 2018 | $14,000 | -72.5% | 296 | -71.7% | 0.00% | – |
Q2 2018 | $51,000 | – | 1,046 | – | 0.00% | – |
Download |
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% |