ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 285 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,873 | +244.0% | 506 | +274.8% | 0.00% | – |
| Q2 2023 | $6,940 | -98.9% | 135 | -98.9% | 0.00% | – |
| Q1 2023 | $633,074 | -82.7% | 12,561 | -83.0% | 0.00% | -100.0% |
| Q4 2022 | $3,659,795 | +121893.2% | 74,010 | +105628.6% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 70 | +42.9% | 0.00% | – |
| Q2 2022 | $3,000 | +50.0% | 49 | +40.0% | 0.00% | – |
| Q1 2022 | $2,000 | -50.0% | 35 | -44.4% | 0.00% | – |
| Q4 2021 | $4,000 | +33.3% | 63 | +28.6% | 0.00% | – |
| Q3 2021 | $3,000 | +200.0% | 49 | +81.5% | 0.00% | – |
| Q1 2021 | $1,000 | -90.0% | 27 | -86.9% | 0.00% | – |
| Q4 2020 | $10,000 | +900.0% | 206 | +1044.4% | 0.00% | – |
| Q3 2020 | $1,000 | -66.7% | 18 | -72.3% | 0.00% | – |
| Q2 2020 | $3,000 | -25.0% | 65 | -29.3% | 0.00% | – |
| Q1 2020 | $4,000 | 0.0% | 92 | +31.4% | 0.00% | – |
| Q4 2019 | $4,000 | 0.0% | 70 | +7.7% | 0.00% | – |
| Q3 2019 | $4,000 | +33.3% | 65 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – |
| Q1 2019 | $3,000 | -99.5% | 65 | -99.5% | 0.00% | -100.0% |
| Q2 2018 | $604,000 | +10.8% | 12,280 | +1.5% | 0.00% | – |
| Q1 2018 | $545,000 | +0.9% | 12,093 | +11.2% | 0.00% | – |
| Q4 2017 | $540,000 | +33.7% | 10,879 | +32.5% | 0.00% | – |
| Q3 2017 | $404,000 | +6633.3% | 8,209 | +6520.2% | 0.00% | – |
| Q1 2016 | $6,000 | -45.5% | 124 | -48.5% | 0.00% | – |
| Q2 2015 | $11,000 | -8.3% | 241 | 0.0% | 0.00% | – |
| Q1 2015 | $12,000 | +33.3% | 241 | +20.5% | 0.00% | – |
| Q4 2014 | $9,000 | +12.5% | 200 | 0.0% | 0.00% | – |
| Q3 2014 | $8,000 | -11.1% | 200 | 0.0% | 0.00% | – |
| Q2 2014 | $9,000 | +12.5% | 200 | 0.0% | 0.00% | – |
| Q1 2014 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q4 2013 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q3 2013 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2013 | $8,000 | – | 200 | – | 0.00% | – |
Download | ||||||
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% |