ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 139 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $797,000 | -4.9% | 13,589 | -5.4% | 0.10% | +17.3% |
| Q2 2021 | $838,000 | -4.7% | 14,369 | -14.3% | 0.08% | -10.0% |
| Q1 2021 | $879,000 | -15.6% | 16,774 | -22.1% | 0.09% | -21.7% |
| Q4 2020 | $1,042,000 | +5.8% | 21,534 | -4.4% | 0.12% | -5.7% |
| Q3 2020 | $985,000 | -23.5% | 22,514 | -24.0% | 0.12% | -28.2% |
| Q2 2020 | $1,288,000 | -10.1% | 29,624 | -19.0% | 0.17% | -24.1% |
| Q1 2020 | $1,432,000 | +3.5% | 36,554 | +44.2% | 0.22% | +16.7% |
| Q4 2019 | $1,384,000 | -10.0% | 25,355 | -8.4% | 0.19% | -13.5% |
| Q3 2019 | $1,538,000 | +6.1% | 27,680 | -0.6% | 0.22% | +0.5% |
| Q2 2019 | $1,449,000 | +18.4% | 27,860 | +17.7% | 0.22% | +14.5% |
| Q1 2019 | $1,224,000 | +11.4% | 23,675 | -3.4% | 0.19% | +1.0% |
| Q4 2018 | $1,099,000 | +97.0% | 24,500 | +112.4% | 0.19% | +112.2% |
| Q3 2018 | $558,000 | +3.9% | 11,535 | +5.6% | 0.09% | +2.3% |
| Q2 2018 | $537,000 | +37.0% | 10,925 | +25.6% | 0.09% | +37.5% |
| Q1 2018 | $392,000 | – | 8,700 | – | 0.06% | – |
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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% |