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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,340,389 | +166.1% | 45,524 | +160.9% | 0.00% | – |
| Q1 2023 | $879,379 | +31.5% | 17,448 | +29.1% | 0.00% | – |
| Q4 2022 | $668,564 | -78.9% | 13,520 | -79.7% | 0.00% | -100.0% |
| Q3 2022 | $3,163,000 | +633.9% | 66,598 | +724.9% | 0.00% | – |
| Q2 2022 | $431,000 | -82.2% | 8,073 | -78.4% | 0.00% | – |
| Q1 2022 | $2,419,000 | +108.5% | 37,417 | +118.0% | 0.00% | – |
| Q4 2021 | $1,160,000 | +18.7% | 17,162 | +2.5% | 0.00% | – |
| Q2 2021 | $977,000 | +56.8% | 16,746 | +40.8% | 0.00% | – |
| Q1 2021 | $623,000 | -55.1% | 11,894 | -58.5% | 0.00% | – |
| Q4 2020 | $1,388,000 | +25.5% | 28,656 | +13.3% | 0.00% | – |
| Q3 2020 | $1,106,000 | -35.7% | 25,289 | -36.1% | 0.00% | – |
| Q2 2020 | $1,720,000 | +30.6% | 39,561 | +17.6% | 0.00% | – |
| Q1 2020 | $1,317,000 | -48.0% | 33,627 | -27.5% | 0.00% | -100.0% |
| Q4 2019 | $2,533,000 | +240.9% | 46,392 | +247.0% | 0.00% | – |
| Q3 2019 | $743,000 | -22.0% | 13,369 | -37.0% | 0.00% | – |
| Q4 2018 | $952,000 | +203.2% | 21,221 | +226.8% | 0.00% | – |
| Q3 2018 | $314,000 | -86.6% | 6,493 | -86.4% | 0.00% | -100.0% |
| Q2 2018 | $2,352,000 | -28.6% | 47,846 | -34.5% | 0.00% | 0.0% |
| Q1 2018 | $3,294,000 | +99.5% | 73,083 | +119.6% | 0.00% | 0.0% |
| Q4 2017 | $1,651,000 | +537.5% | 33,281 | +533.6% | 0.00% | – |
| Q3 2017 | $259,000 | -88.8% | 5,253 | -88.9% | 0.00% | -100.0% |
| Q2 2017 | $2,319,000 | +973.6% | 47,116 | +966.5% | 0.00% | – |
| Q1 2017 | $216,000 | -74.2% | 4,418 | -74.2% | 0.00% | – |
| Q4 2016 | $836,000 | +23.1% | 17,132 | +28.0% | 0.00% | – |
| Q3 2016 | $679,000 | -67.8% | 13,382 | -67.2% | 0.00% | -100.0% |
| Q2 2016 | $2,111,000 | +33.8% | 40,855 | +26.8% | 0.00% | 0.0% |
| Q1 2016 | $1,578,000 | +1.3% | 32,223 | -9.2% | 0.00% | 0.0% |
| Q3 2015 | $1,558,000 | -20.6% | 35,506 | -21.3% | 0.00% | 0.0% |
| Q2 2015 | $1,961,000 | +10.7% | 45,125 | +23.6% | 0.00% | 0.0% |
| Q1 2015 | $1,772,000 | +2.8% | 36,516 | -10.5% | 0.00% | 0.0% |
| Q3 2014 | $1,723,000 | +575.7% | 40,801 | +598.3% | 0.00% | – |
| Q2 2014 | $255,000 | -73.5% | 5,843 | -75.1% | 0.00% | – |
| Q1 2014 | $964,000 | +24.9% | 23,488 | +19.2% | 0.00% | – |
| Q3 2013 | $772,000 | +4.6% | 19,712 | +8.5% | 0.00% | – |
| Q2 2013 | $738,000 | – | 18,174 | – | 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% |