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 | $14,390 | -8.2% | 305 | 0.0% | 0.00% | -20.0% |
| Q2 2023 | $15,680 | +2.0% | 305 | 0.0% | 0.01% | +25.0% |
| Q1 2023 | $15,372 | +1.9% | 305 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $15,082 | +7.7% | 305 | 0.0% | 0.01% | +25.0% |
| Q3 2022 | $14,000 | -12.5% | 305 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $16,000 | -20.0% | 305 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $20,000 | -4.8% | 305 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $21,000 | +16.7% | 305 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $18,000 | -25.0% | 305 | -24.7% | 0.01% | -16.7% |
| Q2 2021 | $24,000 | +14.3% | 405 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $21,000 | +5.0% | 405 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $20,000 | +11.1% | 405 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $18,000 | 0.0% | 405 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $18,000 | +12.5% | 405 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $16,000 | -5.9% | 405 | +30.6% | 0.01% | +16.7% |
| Q4 2019 | $17,000 | 0.0% | 310 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $17,000 | +6.2% | 310 | 0.0% | 0.01% | +16.7% |
| Q2 2019 | $16,000 | 0.0% | 310 | 0.0% | 0.01% | -14.3% |
| Q1 2019 | $16,000 | +14.3% | 310 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $14,000 | – | 310 | – | 0.01% | – |
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% |