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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $696,000 | -6.6% | 14,660 | +5.0% | 0.02% | -9.5% |
| Q2 2022 | $745,000 | -14.0% | 13,960 | +4.2% | 0.02% | 0.0% |
| Q1 2022 | $866,000 | +0.7% | 13,391 | +5.2% | 0.02% | -4.5% |
| Q4 2021 | $860,000 | +16.2% | 12,727 | +0.9% | 0.02% | 0.0% |
| Q3 2021 | $740,000 | +1.5% | 12,616 | +0.9% | 0.02% | -15.4% |
| Q2 2021 | $729,000 | +11.3% | 12,504 | 0.0% | 0.03% | -21.2% |
| Q1 2021 | $655,000 | +0.3% | 12,504 | -7.3% | 0.03% | -32.7% |
| Q4 2020 | $653,000 | -3.3% | 13,495 | -12.6% | 0.05% | -19.7% |
| Q3 2020 | $675,000 | -45.7% | 15,441 | -45.9% | 0.06% | -67.4% |
| Q2 2020 | $1,242,000 | – | 28,567 | – | 0.19% | – |
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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% |