Mendel Money Management - ISHARES TR ownership

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
Mendel Money Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$244,000
-2.0%
4,158
-2.5%
0.15%
-2.5%
Q2 2021$249,000
+7.8%
4,266
-3.1%
0.16%
+4.0%
Q1 2021$231,000
+7.4%
4,403
-0.8%
0.15%0.0%
Q4 2020$215,0004,4390.15%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
FIDUCIENT ADVISORS LLC 1,010,876$48,936,00018.19%
Blueprint Investment Partners LLC 261$12,622,00010.22%
Horan Securities, Inc. 216,957$10,503,0008.66%
McCutchen Group LLC 708,500$34,298,0007.40%
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 305,353$14,782,0007.32%
Ellenbecker Investment Group 340,555$16,486,0006.09%
S. R. Schill & Associates 261,620$12,665,0005.84%
Peterson Wealth Advisors, LLC 184,761$8,944,0003.94%
ERn Financial, LLC 160,624$7,776,0003.20%
Biltmore Wealth Management, LLC 119,318$5,776,0002.98%
View complete list of ISHARES TR shareholders