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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13 | -55.2% | 279 | -50.1% | 0.00% | -50.0% |
| Q2 2023 | $29 | +3.6% | 559 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $28 | -22.2% | 559 | -24.3% | 0.01% | -16.7% |
| Q4 2022 | $36 | -99.9% | 738 | -39.4% | 0.01% | -45.5% |
| Q3 2022 | $58,000 | -10.8% | 1,218 | 0.0% | 0.01% | -8.3% |
| Q2 2022 | $65,000 | -17.7% | 1,218 | 0.0% | 0.01% | -7.7% |
| Q1 2022 | $79,000 | -3.7% | 1,218 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $82,000 | -65.7% | 1,218 | -67.4% | 0.01% | -69.8% |
| Q3 2021 | $239,000 | +69.5% | 3,732 | +54.0% | 0.04% | +72.0% |
| Q2 2021 | $141,000 | +11.0% | 2,424 | 0.0% | 0.02% | +8.7% |
| Q1 2021 | $127,000 | +8.5% | 2,424 | 0.0% | 0.02% | -11.5% |
| Q4 2020 | $117,000 | -29.9% | 2,424 | -36.6% | 0.03% | -38.1% |
| Q3 2020 | $167,000 | +0.6% | 3,824 | 0.0% | 0.04% | -4.5% |
| Q2 2020 | $166,000 | +10.7% | 3,824 | 0.0% | 0.04% | -6.4% |
| Q1 2020 | $150,000 | -33.0% | 3,824 | -7.0% | 0.05% | -17.5% |
| Q4 2019 | $224,000 | -1.3% | 4,111 | +0.4% | 0.06% | -9.5% |
| Q3 2019 | $227,000 | +7.1% | 4,093 | +0.3% | 0.06% | +5.0% |
| Q2 2019 | $212,000 | +1.0% | 4,079 | +0.3% | 0.06% | +5.3% |
| Q1 2019 | $210,000 | +52.2% | 4,066 | +31.8% | 0.06% | +39.0% |
| Q4 2018 | $138,000 | – | 3,085 | – | 0.04% | – |
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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% |