ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 215 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,531,000 | -12.7% | 90,946 | -2.6% | 0.03% | -19.4% |
| Q3 2019 | $5,189,000 | -25.1% | 93,419 | -29.8% | 0.04% | -28.0% |
| Q2 2019 | $6,927,000 | +75.0% | 133,169 | +73.9% | 0.05% | +66.7% |
| Q1 2019 | $3,959,000 | +379.3% | 76,557 | +315.9% | 0.03% | +328.6% |
| Q4 2018 | $826,000 | -36.8% | 18,407 | -31.9% | 0.01% | -36.4% |
| Q3 2018 | $1,306,000 | +206.6% | 27,012 | +184.6% | 0.01% | +175.0% |
| Q2 2018 | $426,000 | 0.0% | 9,492 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $426,000 | +47.4% | 9,492 | +63.2% | 0.00% | +33.3% |
| Q4 2017 | $289,000 | +15.6% | 5,815 | +14.3% | 0.00% | 0.0% |
| Q3 2017 | $250,000 | +5.9% | 5,086 | +5.8% | 0.00% | 0.0% |
| Q2 2017 | $236,000 | +6.8% | 4,805 | +6.7% | 0.00% | 0.0% |
| Q1 2017 | $221,000 | +3.8% | 4,504 | +3.2% | 0.00% | 0.0% |
| Q4 2016 | $213,000 | -3.6% | 4,363 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $221,000 | -14.0% | 4,363 | -12.1% | 0.00% | -25.0% |
| Q2 2016 | $257,000 | +5.8% | 4,963 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $243,000 | -5.8% | 4,963 | -9.2% | 0.00% | -20.0% |
| Q4 2015 | $258,000 | +4.0% | 5,463 | -3.6% | 0.01% | 0.0% |
| Q3 2015 | $248,000 | +2.5% | 5,665 | +1.8% | 0.01% | +25.0% |
| Q2 2015 | $242,000 | -12.0% | 5,565 | -1.5% | 0.00% | -20.0% |
| Q1 2015 | $275,000 | +27.3% | 5,650 | +23.5% | 0.01% | 0.0% |
| Q4 2014 | $216,000 | +19.3% | 4,575 | +6.7% | 0.01% | 0.0% |
| Q3 2014 | $181,000 | -0.5% | 4,288 | +2.8% | 0.01% | 0.0% |
| Q2 2014 | $182,000 | +2933.3% | 4,173 | +2592.3% | 0.01% | – |
| Q1 2014 | $6,000 | 0.0% | 155 | 0.0% | 0.00% | – |
| Q4 2013 | $6,000 | -71.4% | 155 | -70.8% | 0.00% | -100.0% |
| Q3 2013 | $21,000 | -4.5% | 530 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $22,000 | – | 530 | – | 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% |