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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $201,887 | -1.7% | 3,927 | -3.6% | 0.11% | -6.1% |
| Q1 2023 | $205,279 | -0.4% | 4,073 | +5.5% | 0.12% | -8.7% |
| Q2 2022 | $206,000 | -18.9% | 3,860 | -1.9% | 0.13% | -6.0% |
| Q1 2022 | $254,000 | +8.5% | 3,935 | +13.7% | 0.13% | -0.7% |
| Q4 2021 | $234,000 | +15.8% | 3,460 | 0.0% | 0.14% | +3.1% |
| Q2 2021 | $202,000 | -1.5% | 3,460 | -11.5% | 0.13% | -9.7% |
| Q1 2021 | $205,000 | -7.2% | 3,910 | -14.5% | 0.14% | -5.2% |
| Q4 2020 | $221,000 | -2.2% | 4,572 | -11.6% | 0.15% | -11.0% |
| Q3 2020 | $226,000 | -0.9% | 5,172 | -1.2% | 0.17% | -8.5% |
| Q2 2020 | $228,000 | +11.2% | 5,236 | 0.0% | 0.19% | -5.5% |
| Q1 2020 | $205,000 | – | 5,236 | – | 0.20% | – |
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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% |