ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 230 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,123 | -12.0% | 61,966 | -13.7% | 0.32% | -13.6% |
| Q4 2022 | $3,550 | -99.9% | 71,782 | -9.9% | 0.37% | -10.5% |
| Q3 2022 | $3,786,000 | -28.0% | 79,713 | -19.0% | 0.42% | -21.4% |
| Q2 2022 | $5,258,000 | -36.7% | 98,465 | -23.4% | 0.53% | -15.4% |
| Q1 2022 | $8,312,000 | +44.4% | 128,572 | +30.3% | 0.63% | +11.7% |
| Q2 2021 | $5,756,000 | +23.4% | 98,667 | +10.9% | 0.56% | +32.5% |
| Q1 2021 | $4,664,000 | +15.4% | 89,002 | +6.6% | 0.42% | -17.6% |
| Q4 2020 | $4,042,000 | +15.0% | 83,503 | +3.9% | 0.52% | -8.0% |
| Q3 2020 | $3,516,000 | +8.4% | 80,376 | +7.7% | 0.56% | -3.4% |
| Q2 2020 | $3,245,000 | +114.1% | 74,627 | +92.9% | 0.58% | +159.4% |
| Q1 2020 | $1,516,000 | +1014.7% | 38,694 | +1105.8% | 0.22% | +194.7% |
| Q3 2014 | $136,000 | – | 3,209 | – | 0.08% | – |
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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% |