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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| AGINCOURT CAPITAL MANAGEMENT, LLC | 196,108 | $9,252,375 | 9.98% |
| S. R. Schill & Associates | 348,916 | $16,461,868 | 7.99% |
| MBE Wealth Management, LLC | 223,365 | $10,538,375 | 6.05% |
| Financial & Tax Architects, LLC | 349,702 | $16,498,940 | 5.12% |
| TPG Financial Advisors, LLC | 197,429 | $9,314,692 | 4.82% |
| Biltmore Wealth Management, LLC | 187,227 | $8,833,392 | 4.26% |
| Legacy Financial Group LLC | 264,954 | $12,500,535,000 | 2.94% |
| Ellenbecker Investment Group | 237,289 | $11,195 | 2.90% |
| Heritage Financial Services, LLC | 304,574 | $14,369,817 | 2.81% |
| Wiser Wealth Management, Inc | 138,423 | $6,530,799 | 2.66% |