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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $246,000 | -33.2% | 5,075 | -39.6% | 0.02% | -60.8% |
| Q3 2020 | $368,000 | -59.0% | 8,408 | -59.2% | 0.05% | -63.3% |
| Q2 2020 | $897,000 | -14.1% | 20,628 | -22.6% | 0.14% | -30.2% |
| Q1 2020 | $1,044,000 | -22.3% | 26,660 | +8.4% | 0.20% | -12.3% |
| Q4 2019 | $1,343,000 | +40.0% | 24,595 | +42.4% | 0.23% | +22.7% |
| Q3 2019 | $959,000 | – | 17,266 | – | 0.18% | – |
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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% |