ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 207 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,310,328 | +27.2% | 112,554 | +38.6% | 0.00% | +100.0% |
Q2 2023 | $4,173,438 | +3.2% | 81,179 | +1.2% | 0.00% | 0.0% |
Q1 2023 | $4,044,539 | -4.2% | 80,248 | -6.0% | 0.00% | 0.0% |
Q4 2022 | $4,222,289 | +5.7% | 85,385 | +1.5% | 0.00% | 0.0% |
Q3 2022 | $3,994,000 | -13.0% | 84,087 | -2.1% | 0.00% | 0.0% |
Q2 2022 | $4,589,000 | -34.8% | 85,926 | -21.1% | 0.00% | -50.0% |
Q1 2022 | $7,040,000 | +6.9% | 108,897 | +11.8% | 0.00% | 0.0% |
Q4 2021 | $6,585,000 | +39.2% | 97,433 | +20.8% | 0.00% | +100.0% |
Q3 2021 | $4,730,000 | +1.2% | 80,639 | +0.6% | 0.00% | 0.0% |
Q2 2021 | $4,674,000 | +19.3% | 80,122 | +7.1% | 0.00% | 0.0% |
Q1 2021 | $3,919,000 | +7.3% | 74,804 | -0.8% | 0.00% | 0.0% |
Q4 2020 | $3,651,000 | +13.6% | 75,413 | +2.6% | 0.00% | 0.0% |
Q3 2020 | $3,214,000 | -15.8% | 73,484 | -16.3% | 0.00% | 0.0% |
Q2 2020 | $3,817,000 | -73.8% | 87,782 | -76.4% | 0.00% | -80.0% |
Q1 2020 | $14,563,000 | -31.0% | 371,786 | -3.9% | 0.01% | -16.7% |
Q4 2019 | $21,118,000 | +2.0% | 386,858 | +3.8% | 0.01% | 0.0% |
Q3 2019 | $20,708,000 | +9.7% | 372,777 | +2.7% | 0.01% | +20.0% |
Q2 2019 | $18,875,000 | +5.5% | 362,830 | +4.9% | 0.01% | 0.0% |
Q1 2019 | $17,889,000 | +227.0% | 345,872 | +183.5% | 0.01% | +150.0% |
Q4 2018 | $5,471,000 | +128.6% | 121,986 | +146.6% | 0.00% | +100.0% |
Q3 2018 | $2,393,000 | -24.5% | 49,466 | -23.3% | 0.00% | 0.0% |
Q2 2018 | $3,169,000 | +48.2% | 64,489 | +36.0% | 0.00% | 0.0% |
Q1 2018 | $2,138,000 | -55.6% | 47,429 | -51.1% | 0.00% | 0.0% |
Q4 2017 | $4,811,000 | +39.5% | 96,995 | +38.6% | 0.00% | 0.0% |
Q3 2017 | $3,448,000 | +14.1% | 69,994 | +14.0% | 0.00% | 0.0% |
Q2 2017 | $3,021,000 | -2.5% | 61,390 | -3.1% | 0.00% | 0.0% |
Q1 2017 | $3,099,000 | +906.2% | 63,344 | +902.9% | 0.00% | – |
Q4 2016 | $308,000 | 0.0% | 6,316 | +3.9% | 0.00% | – |
Q3 2016 | $308,000 | +5.1% | 6,078 | +7.0% | 0.00% | – |
Q2 2016 | $293,000 | +5.4% | 5,681 | +0.1% | 0.00% | – |
Q1 2016 | $278,000 | +62.6% | 5,676 | +57.0% | 0.00% | – |
Q4 2015 | $171,000 | +14.0% | 3,615 | +5.6% | 0.00% | – |
Q3 2015 | $150,000 | -18.5% | 3,424 | -19.1% | 0.00% | – |
Q2 2015 | $184,000 | -88.8% | 4,232 | -87.5% | 0.00% | – |
Q1 2015 | $1,642,000 | +104.0% | 33,804 | +98.5% | 0.00% | – |
Q4 2014 | $805,000 | -45.5% | 17,026 | -51.3% | 0.00% | -100.0% |
Q3 2014 | $1,476,000 | +3.7% | 34,957 | +7.1% | 0.00% | 0.0% |
Q2 2014 | $1,424,000 | +12.0% | 32,630 | +5.3% | 0.00% | 0.0% |
Q1 2014 | $1,271,000 | +2.7% | 30,991 | -4.9% | 0.00% | 0.0% |
Q4 2013 | $1,238,000 | -11.2% | 32,575 | -9.0% | 0.00% | 0.0% |
Q3 2013 | $1,394,000 | -87.7% | 35,792 | -87.2% | 0.00% | -83.3% |
Q2 2013 | $11,355,000 | – | 279,675 | – | 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% |