ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 85 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $53,254,000 | -18.5% | 1,023,720 | -19.0% | 0.13% | -20.8% |
| Q1 2019 | $65,336,000 | +157.1% | 1,263,270 | +122.9% | 0.17% | +127.0% |
| Q4 2018 | $25,417,000 | -4.7% | 566,710 | +2.9% | 0.07% | +10.4% |
| Q3 2018 | $26,657,000 | +26.6% | 551,000 | +28.6% | 0.07% | +19.6% |
| Q2 2018 | $21,061,000 | +104.5% | 428,500 | +87.5% | 0.06% | +100.0% |
| Q1 2018 | $10,298,000 | -9.2% | 228,500 | 0.0% | 0.03% | -9.7% |
| Q4 2017 | $11,336,000 | -2.1% | 228,500 | -2.8% | 0.03% | -8.8% |
| Q3 2017 | $11,576,000 | – | 235,000 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 669,856 | $36,567,000 | 19.95% |
| Compass Ion Advisors, LLC | 329,916 | $18,010,000 | 9.29% |
| CornerStone Partners LLC | 195,636 | $10,680,000 | 8.48% |
| Horan Securities, Inc. | 133,224 | $7,273,000 | 8.07% |
| Blueprint Investment Partners LLC | 130,505 | $7,124,000 | 5.66% |
| JOYN Advisors, Inc. | 475,348 | $25,949,000 | 5.56% |
| ERn Financial, LLC | 150,556 | $8,219,000 | 4.78% |
| Peterson Wealth Advisors, LLC | 142,354 | $7,771,000 | 4.44% |
| S. R. Schill & Associates | 142,889 | $7,800,000 | 4.23% |
| Ellenbecker Investment Group | 128,892 | $7,036,000 | 3.65% |