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 2021 | $327,000 | +107.0% | 4,837 | +79.7% | 0.02% | +83.3% |
| Q3 2021 | $158,000 | +7.5% | 2,691 | +7.1% | 0.01% | 0.0% |
| Q2 2021 | $147,000 | +45.5% | 2,513 | +31.0% | 0.01% | +33.3% |
| Q1 2021 | $101,000 | +27.8% | 1,919 | +18.2% | 0.01% | +12.5% |
| Q4 2020 | $79,000 | +17.9% | 1,624 | +6.2% | 0.01% | +14.3% |
| Q3 2020 | $67,000 | +4.7% | 1,529 | -7.1% | 0.01% | -12.5% |
| Q1 2020 | $64,000 | -14.7% | 1,646 | +19.2% | 0.01% | 0.0% |
| Q4 2019 | $75,000 | -88.8% | 1,381 | -88.5% | 0.01% | -89.0% |
| Q3 2019 | $668,000 | +1.8% | 12,030 | -4.6% | 0.07% | +4.3% |
| Q2 2019 | $656,000 | -78.1% | 12,607 | +18439.7% | 0.07% | +6900.0% |
| Q2 2017 | $3,000,000 | -72.7% | 68 | -68.8% | 0.00% | -66.7% |
| Q1 2017 | $11,000,000 | 0.0% | 218 | 0.0% | 0.00% | +50.0% |
| Q4 2016 | $11,000,000 | +366566.7% | 218 | +220.6% | 0.00% | +100.0% |
| Q3 2016 | $3,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $3,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $3,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $3,000 | – | 68 | – | 0.00% | – |
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% |