ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 213 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $642,058 | -12.6% | 13,609 | -4.8% | 0.46% | -10.6% |
| Q2 2023 | $734,887 | -0.8% | 14,295 | -2.7% | 0.51% | -31.5% |
| Q1 2023 | $740,820 | +1.4% | 14,699 | -0.5% | 0.74% | -2.4% |
| Q4 2022 | $730,574 | +9.4% | 14,774 | +5.1% | 0.76% | +2.4% |
| Q3 2022 | $668,000 | -14.7% | 14,054 | -4.2% | 0.74% | -14.5% |
| Q2 2022 | $783,000 | -13.3% | 14,666 | +5.0% | 0.87% | -16.1% |
| Q1 2022 | $903,000 | -1.3% | 13,965 | +3.1% | 1.04% | -1.0% |
| Q4 2021 | $915,000 | +17.8% | 13,544 | +2.2% | 1.05% | +57.1% |
| Q3 2021 | $777,000 | +5.9% | 13,249 | +5.3% | 0.67% | +5.4% |
| Q2 2021 | $734,000 | +4.7% | 12,585 | -5.9% | 0.63% | +1.3% |
| Q1 2021 | $701,000 | +9.4% | 13,373 | +0.9% | 0.62% | +3.3% |
| Q4 2020 | $641,000 | +22.8% | 13,250 | +11.0% | 0.60% | +23.7% |
| Q3 2020 | $522,000 | +12.0% | 11,935 | +13.4% | 0.49% | +4.3% |
| Q2 2020 | $466,000 | +20.7% | 10,524 | +6.8% | 0.47% | +22.8% |
| Q1 2020 | $386,000 | -14.2% | 9,854 | +19.5% | 0.38% | -9.0% |
| Q4 2019 | $450,000 | – | 8,248 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 669,856 | $36,567,000 | 19.95% |
| Compass Ion Advisors, LLC | 329,916 | $18,010,000 | 9.29% |
| CornerStone Partners LLC | 195,636 | $10,680,000 | 8.48% |
| Horan Securities, Inc. | 133,224 | $7,273,000 | 8.07% |
| Blueprint Investment Partners LLC | 130,505 | $7,124,000 | 5.66% |
| JOYN Advisors, Inc. | 475,348 | $25,949,000 | 5.56% |
| ERn Financial, LLC | 150,556 | $8,219,000 | 4.78% |
| Peterson Wealth Advisors, LLC | 142,354 | $7,771,000 | 4.44% |
| S. R. Schill & Associates | 142,889 | $7,800,000 | 4.23% |
| Ellenbecker Investment Group | 128,892 | $7,036,000 | 3.65% |