ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 285 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $43,323 | +15.1% | 798 | 0.0% | 0.02% | +5.0% |
| Q3 2023 | $37,650 | -26.6% | 798 | -20.0% | 0.02% | -23.1% |
| Q2 2023 | $51,307 | +2.0% | 998 | 0.0% | 0.03% | -3.7% |
| Q1 2023 | $50,299 | +1.9% | 998 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $49,351 | +5.0% | 998 | 0.0% | 0.03% | -3.6% |
| Q3 2022 | $47,000 | -11.3% | 998 | 0.0% | 0.03% | -3.4% |
| Q2 2022 | $53,000 | +35.9% | 998 | +63.6% | 0.03% | +61.1% |
| Q1 2022 | $39,000 | -4.9% | 610 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $41,000 | +13.9% | 610 | 0.0% | 0.02% | +5.9% |
| Q3 2021 | $36,000 | 0.0% | 610 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $36,000 | +12.5% | 610 | 0.0% | 0.02% | +6.2% |
| Q1 2021 | $32,000 | +6.7% | 610 | 0.0% | 0.02% | +6.7% |
| Q4 2020 | $30,000 | +11.1% | 610 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $27,000 | 0.0% | 610 | 0.0% | 0.02% | -6.2% |
| Q2 2020 | $27,000 | +12.5% | 610 | 0.0% | 0.02% | -5.9% |
| Q1 2020 | $24,000 | -27.3% | 610 | 0.0% | 0.02% | -5.6% |
| Q4 2019 | $33,000 | -2.9% | 610 | 0.0% | 0.02% | -10.0% |
| Q3 2019 | $34,000 | +6.2% | 610 | 0.0% | 0.02% | +5.3% |
| Q2 2019 | $32,000 | +3.2% | 610 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $31,000 | +14.8% | 610 | 0.0% | 0.02% | +5.6% |
| Q4 2018 | $27,000 | -10.0% | 610 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $30,000 | 0.0% | 610 | 0.0% | 0.02% | -5.3% |
| Q2 2018 | $30,000 | +11.1% | 610 | 0.0% | 0.02% | +11.8% |
| Q1 2018 | $27,000 | -10.0% | 610 | 0.0% | 0.02% | -5.6% |
| Q4 2017 | $30,000 | 0.0% | 610 | 0.0% | 0.02% | -5.3% |
| Q3 2017 | $30,000 | – | 610 | – | 0.02% | – |
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% |