ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 190 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $652,310 | +87341.0% | 13,826 | -2.4% | 0.00% | -50.0% |
| Q4 2022 | $746 | -99.8% | 14,170 | +54.7% | 0.01% | +50.0% |
| Q3 2022 | $432,000 | -18.9% | 9,159 | -5.7% | 0.00% | 0.0% |
| Q2 2022 | $533,000 | -51.8% | 9,713 | -41.2% | 0.00% | -50.0% |
| Q1 2022 | $1,106,000 | -49.1% | 16,506 | -52.8% | 0.01% | -50.0% |
| Q4 2021 | $2,174,000 | +33.1% | 34,967 | +34.8% | 0.02% | +60.0% |
| Q3 2021 | $1,633,000 | +5.8% | 25,936 | +1.9% | 0.01% | +11.1% |
| Q2 2021 | $1,543,000 | +77.6% | 25,446 | +63.4% | 0.01% | +80.0% |
| Q1 2021 | $869,000 | +5.7% | 15,570 | -7.4% | 0.01% | 0.0% |
| Q4 2020 | $822,000 | +10.8% | 16,806 | +2.0% | 0.01% | 0.0% |
| Q3 2020 | $742,000 | -14.4% | 16,471 | -16.8% | 0.01% | -28.6% |
| Q2 2020 | $867,000 | -38.2% | 19,800 | -43.6% | 0.01% | -46.2% |
| Q1 2020 | $1,402,000 | -45.7% | 35,128 | -23.9% | 0.01% | -35.0% |
| Q4 2019 | $2,582,000 | -0.9% | 46,184 | +0.5% | 0.02% | -4.8% |
| Q3 2019 | $2,606,000 | – | 45,974 | – | 0.02% | – |
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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% |