ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 31 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $297,000 | +16.5% | 6,093 | +21.4% | 0.01% | +11.1% |
| Q3 2016 | $255,000 | +4.9% | 5,021 | +7.0% | 0.01% | 0.0% |
| Q2 2016 | $243,000 | +27.9% | 4,694 | +21.2% | 0.01% | +12.5% |
| Q1 2016 | $190,000 | +30.1% | 3,872 | +25.6% | 0.01% | +14.3% |
| Q4 2015 | $146,000 | +1023.1% | 3,082 | +907.2% | 0.01% | +600.0% |
| Q3 2015 | $13,000 | 0.0% | 306 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $13,000 | -23.5% | 306 | -11.6% | 0.00% | 0.0% |
| Q1 2015 | $17,000 | +6.2% | 346 | 0.0% | 0.00% | -50.0% |
| Q4 2014 | $16,000 | +6.7% | 346 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $15,000 | 0.0% | 346 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $15,000 | -46.4% | 346 | -50.0% | 0.00% | 0.0% |
| Q1 2014 | $28,000 | +115.4% | 692 | +100.0% | 0.00% | 0.0% |
| Q4 2013 | $13,000 | 0.0% | 346 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $13,000 | -7.1% | 346 | 0.0% | 0.00% | -33.3% |
| Q2 2013 | $14,000 | – | 346 | – | 0.00% | – |
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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% |