ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 237 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $99,000 | +25.3% | 1,700 | +13.3% | 0.02% | +12.5% |
| Q1 2021 | $79,000 | +8.2% | 1,500 | 0.0% | 0.02% | +6.7% |
| Q4 2020 | $73,000 | +10.6% | 1,500 | 0.0% | 0.02% | -34.8% |
| Q3 2020 | $66,000 | +13.8% | 1,500 | +13.2% | 0.02% | +4.5% |
| Q2 2020 | $58,000 | 0.0% | 1,325 | -10.2% | 0.02% | +22.2% |
| Q1 2020 | $58,000 | -17.1% | 1,475 | +15.7% | 0.02% | 0.0% |
| Q4 2019 | $70,000 | -1.4% | 1,275 | 0.0% | 0.02% | -10.0% |
| Q3 2019 | $71,000 | +16.4% | 1,275 | +8.5% | 0.02% | +17.6% |
| Q2 2019 | $61,000 | +27.1% | 1,175 | +27.0% | 0.02% | +21.4% |
| Q1 2019 | $48,000 | – | 925 | – | 0.01% | – |
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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% |