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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $10,256 | +10.9% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $9,250 | -11.1% | 200 | 0.0% | 0.01% | -16.7% |
| Q2 2023 | $10,400 | +4.6% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $9,942 | +0.2% | 200 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $9,926 | -0.7% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $10,000 | -9.1% | 200 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $11,000 | -8.3% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $12,000 | -7.7% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $13,000 | +8.3% | 200 | 0.0% | 0.01% | -11.1% |
| Q3 2021 | $12,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $12,000 | +9.1% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $11,000 | +22.2% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $9,000 | 0.0% | 200 | 0.0% | 0.01% | -10.0% |
| Q3 2020 | $9,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $9,000 | +12.5% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $8,000 | -27.3% | 200 | 0.0% | 0.01% | -9.1% |
| Q4 2019 | $11,000 | – | 200 | – | 0.01% | – |
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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% |