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 2021 | $14,266,000 | +18.5% | 211,070 | +2.8% | 2.10% | +5.5% |
| Q3 2021 | $12,042,000 | +4.5% | 205,319 | +4.0% | 1.99% | +2.0% |
| Q2 2021 | $11,518,000 | +18.9% | 197,425 | +6.8% | 1.95% | +6.5% |
| Q1 2021 | $9,686,000 | +19.2% | 184,849 | +10.1% | 1.83% | +10.2% |
| Q4 2020 | $8,127,000 | +31.3% | 167,870 | +18.6% | 1.66% | +13.3% |
| Q3 2020 | $6,191,000 | +24.2% | 141,543 | +23.4% | 1.47% | +13.4% |
| Q2 2020 | $4,986,000 | – | 114,681 | – | 1.29% | – |
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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% |