ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 190 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $508 | -10.6% | 11 | 0.0% | 0.00% | – |
| Q2 2023 | $568 | -95.7% | 11 | -95.8% | 0.00% | -100.0% |
| Q1 2023 | $13,354 | -92.3% | 265 | -92.4% | 0.00% | -92.1% |
| Q4 2022 | $173,273 | +4.4% | 3,504 | -0.0% | 0.04% | -2.6% |
| Q3 2022 | $166,000 | -10.8% | 3,505 | +0.5% | 0.04% | -7.1% |
| Q2 2022 | $186,000 | -18.1% | 3,487 | -0.5% | 0.04% | -4.5% |
| Q1 2022 | $227,000 | -8.8% | 3,505 | -4.8% | 0.04% | -6.4% |
| Q4 2021 | $249,000 | +8.7% | 3,680 | -5.9% | 0.05% | +6.8% |
| Q3 2021 | $229,000 | 0.0% | 3,912 | -0.5% | 0.04% | -2.2% |
| Q2 2021 | $229,000 | +13.9% | 3,930 | +2.3% | 0.04% | 0.0% |
| Q1 2021 | $201,000 | +11.7% | 3,840 | -6.6% | 0.04% | +2.3% |
| Q3 2020 | $180,000 | +3.4% | 4,110 | +3.0% | 0.04% | -2.2% |
| Q2 2020 | $174,000 | +13.0% | 3,992 | +1.7% | 0.04% | +4.7% |
| Q1 2020 | $154,000 | – | 3,926 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 791,736 | $46,190,000 | 14.32% |
| Blueprint Investment Partners LLC | 224,072 | $13,072,000 | 10.45% |
| Ellenbecker Investment Group | 511,773 | $29,857,000 | 9.80% |
| McCutchen Group LLC | 743,662 | $43,385,000 | 7.95% |
| S. R. Schill & Associates | 271,613 | $15,846,000 | 6.27% |
| Fi3 FINANCIAL ADVISORS, LLC | 131,631 | $8,026,000 | 5.50% |
| MBE Wealth Management, LLC | 167,826 | $9,791,000 | 5.07% |
| Peterson Wealth Advisors, LLC | 211,719 | $12,352,000 | 4.38% |
| Biltmore Wealth Management, LLC | 168,991 | $9,859,000 | 4.02% |
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 305,353 | $17,814,000 | 3.64% |