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 2022 | $51,131 | +4.3% | 1,034 | 0.0% | 0.02% | -6.2% |
| Q3 2022 | $49,000 | -41.7% | 1,034 | -33.9% | 0.02% | -40.7% |
| Q2 2022 | $84,000 | -94.6% | 1,564 | -93.4% | 0.03% | -94.4% |
| Q1 2022 | $1,542,000 | -5.8% | 23,845 | -1.6% | 0.48% | -7.6% |
| Q4 2021 | $1,637,000 | +15.0% | 24,226 | -0.1% | 0.52% | +3.8% |
| Q3 2021 | $1,423,000 | +0.2% | 24,247 | -0.4% | 0.51% | -0.8% |
| Q2 2021 | $1,420,000 | +2.8% | 24,337 | -7.6% | 0.51% | -3.2% |
| Q1 2021 | $1,381,000 | +28.3% | 26,349 | +18.6% | 0.53% | +20.0% |
| Q4 2020 | $1,076,000 | +12.1% | 22,211 | +1.2% | 0.44% | -0.9% |
| Q3 2020 | $960,000 | +33.7% | 21,944 | +33.1% | 0.44% | +27.3% |
| Q2 2020 | $718,000 | -39.1% | 16,492 | -45.2% | 0.35% | -55.8% |
| Q1 2020 | $1,179,000 | -22.5% | 30,096 | +8.0% | 0.79% | -20.8% |
| Q4 2019 | $1,522,000 | – | 27,867 | – | 0.99% | – |
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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% |