ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 213 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $250,721 | -35.6% | 4,974 | -36.9% | 0.01% | -42.9% |
| Q4 2022 | $389,527 | +3.9% | 7,877 | -0.3% | 0.01% | 0.0% |
| Q3 2022 | $375,000 | -12.8% | 7,903 | -1.9% | 0.01% | -6.7% |
| Q2 2022 | $430,000 | -26.7% | 8,057 | -11.3% | 0.02% | -16.7% |
| Q1 2022 | $587,000 | -11.9% | 9,087 | -7.8% | 0.02% | -5.3% |
| Q4 2021 | $666,000 | +6.9% | 9,857 | -7.3% | 0.02% | 0.0% |
| Q3 2021 | $623,000 | -4.9% | 10,628 | -5.4% | 0.02% | -5.0% |
| Q2 2021 | $655,000 | +8.4% | 11,234 | -2.5% | 0.02% | +5.3% |
| Q1 2021 | $604,000 | +6.0% | 11,521 | -2.2% | 0.02% | 0.0% |
| Q4 2020 | $570,000 | +5.8% | 11,782 | -4.4% | 0.02% | -9.5% |
| Q3 2020 | $539,000 | -37.5% | 12,322 | -37.9% | 0.02% | -44.7% |
| Q2 2020 | $863,000 | +15.1% | 19,843 | +3.6% | 0.04% | -15.6% |
| Q1 2020 | $750,000 | -74.3% | 19,146 | -64.2% | 0.04% | -63.4% |
| Q4 2019 | $2,918,000 | -16.5% | 53,446 | -15.0% | 0.12% | -26.8% |
| Q3 2019 | $3,493,000 | +50.8% | 62,885 | +41.3% | 0.17% | +41.2% |
| Q2 2019 | $2,316,000 | +49.7% | 44,519 | +48.8% | 0.12% | +35.2% |
| Q1 2019 | $1,547,000 | +294.6% | 29,910 | +241.8% | 0.09% | +203.4% |
| Q4 2018 | $392,000 | – | 8,751 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 791,736 | $46,190,000 | 14.32% |
| Blueprint Investment Partners LLC | 224,072 | $13,072,000 | 10.45% |
| Ellenbecker Investment Group | 511,773 | $29,857,000 | 9.80% |
| McCutchen Group LLC | 743,662 | $43,385,000 | 7.95% |
| S. R. Schill & Associates | 271,613 | $15,846,000 | 6.27% |
| Fi3 FINANCIAL ADVISORS, LLC | 131,631 | $8,026,000 | 5.50% |
| MBE Wealth Management, LLC | 167,826 | $9,791,000 | 5.07% |
| Peterson Wealth Advisors, LLC | 211,719 | $12,352,000 | 4.38% |
| Biltmore Wealth Management, LLC | 168,991 | $9,859,000 | 4.02% |
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 305,353 | $17,814,000 | 3.64% |