USRT ISHARES TR

Ownership history in CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC  ·  21 quarters on record

AI Ownership Summary

CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC reported ISHARES TR (USRT) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 16.51% in 2025 Q3. The latest visible filing shows USRT at 15.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this USRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

USRT was reported at 15.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
16.51% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC held USRT — position size vs. price
% of Fund (quarterly)    USRT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 97,080 0% 15.25% $5.5M 2026-02-14 (Est.) $62.08
2025 Q3 UNCHANGED 97,080 0% 16.51% $5.7M 2025-10-17 $57.88
2025 Q2 UNCHANGED 97,080 0% 16.45% $5.5M 2025-07-22 $56.66
2025 Q1 UNCHANGED 97,080 0% 11.65% $5.6M 2025-04-22 $53.31
2024 Q4 UNCHANGED 97,080 0% 11.90% $5.6M 2025-01-27 $56.75
2024 Q3 UNCHANGED 97,080 0% 11.77% $6.0M 2024-10-21 $58.10
2024 Q2 UNCHANGED 97,080 0% 2.95% $5.2M 2024-07-24 $53.38
2024 Q1 UNCHANGED 97,080 0% 0.35% $5.2M 2024-05-15 $50.43
2023 Q4 UNCHANGED 97,080 0% 0.40% $5.3M 2024-02-14 $48.63
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC and USRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC reported owning USRT?

CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC reported USRT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported USRT position in CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for USRT was 16.51% in 2025 Q3.

What is the latest reported USRT position on this page?

The most recent filing on this page is 2025 Q4, when CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC reported 97,080 shares, equal to 15.25% of portfolio, with an estimated market value of $5.5M.

What does the chart on this USRT ownership page compare?

The chart compares CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC's quarterly USRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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