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 | $94,124 | -22.9% | 1,995 | -16.0% | 0.00% | -50.0% |
| Q2 2023 | $122,099 | +2.0% | 2,375 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $119,700 | +1.9% | 2,375 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $117,444 | +3.9% | 2,375 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $113,000 | -11.0% | 2,375 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $127,000 | -17.5% | 2,375 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $154,000 | -4.3% | 2,375 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $161,000 | +15.8% | 2,375 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $139,000 | +18.8% | 2,375 | +18.9% | 0.00% | 0.0% |
| Q2 2021 | $117,000 | -100.0% | 1,997 | -72.9% | 0.00% | -33.3% |
| Q1 2021 | $386,212,000 | +316467.2% | 7,370 | +191.9% | 0.00% | 0.0% |
| Q4 2020 | $122,000 | +7.0% | 2,525 | -2.9% | 0.00% | 0.0% |
| Q3 2020 | $114,000 | +78.1% | 2,600 | +75.3% | 0.00% | +50.0% |
| Q2 2020 | $64,000 | +10.3% | 1,483 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $58,000 | +9.4% | 1,483 | +50.9% | 0.00% | 0.0% |
| Q4 2019 | $53,000 | -1.9% | 983 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $54,000 | -33.3% | 983 | -37.4% | 0.00% | -33.3% |
| Q2 2019 | $81,000 | +72.3% | 1,570 | +61.0% | 0.00% | +50.0% |
| Q3 2018 | $47,000 | – | 975 | – | 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% |