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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $19,536 | +2.0% | 380 | 0.0% | 0.01% | +25.0% |
| Q1 2023 | $19,152 | +1.9% | 380 | 0.0% | 0.01% | -11.1% |
| Q4 2022 | $18,791 | +4.4% | 380 | 0.0% | 0.01% | +12.5% |
| Q3 2022 | $18,000 | -10.0% | 380 | 0.0% | 0.01% | -11.1% |
| Q2 2022 | $20,000 | -60.0% | 380 | -50.0% | 0.01% | -10.0% |
| Q1 2022 | $50,000 | +92.3% | 760 | +100.0% | 0.01% | -9.1% |
| Q4 2021 | $26,000 | +18.2% | 380 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $22,000 | 0.0% | 380 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $22,000 | +10.0% | 380 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $20,000 | +11.1% | 380 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $18,000 | 0.0% | 380 | -5.0% | 0.01% | -7.7% |
| Q3 2020 | $18,000 | +5.9% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $17,000 | +13.3% | 400 | +5.3% | 0.01% | -7.1% |
| Q1 2020 | $15,000 | – | 380 | – | 0.01% | – |
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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% |