ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 205 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $768,000 | -23.0% | 14,380 | -6.8% | 0.56% | -13.5% |
| Q1 2022 | $997,000 | -25.3% | 15,424 | -21.9% | 0.64% | -22.9% |
| Q4 2021 | $1,335,000 | +14.6% | 19,746 | -0.6% | 0.83% | +5.0% |
| Q3 2021 | $1,165,000 | +7.4% | 19,864 | +6.8% | 0.79% | +5.2% |
| Q2 2021 | $1,085,000 | +11.9% | 18,597 | +0.4% | 0.76% | +6.9% |
| Q1 2021 | $970,000 | +15.6% | 18,521 | +6.9% | 0.71% | +6.5% |
| Q4 2020 | $839,000 | +16.5% | 17,332 | +5.3% | 0.66% | +5.7% |
| Q3 2020 | $720,000 | +0.4% | 16,452 | -0.3% | 0.63% | -4.9% |
| Q2 2020 | $717,000 | +11.0% | 16,497 | +0.0% | 0.66% | -8.2% |
| Q1 2020 | $646,000 | -31.4% | 16,491 | -4.4% | 0.72% | -14.2% |
| Q4 2019 | $942,000 | +1.6% | 17,256 | +3.4% | 0.84% | -5.3% |
| Q3 2019 | $927,000 | +21.0% | 16,681 | +13.2% | 0.88% | +18.3% |
| Q2 2019 | $766,000 | +210.1% | 14,730 | +208.3% | 0.75% | +200.0% |
| Q1 2019 | $247,000 | +298.4% | 4,778 | +246.2% | 0.25% | +250.7% |
| Q4 2018 | $62,000 | – | 1,380 | – | 0.07% | – |
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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% |