ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 190 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $539,000 | -4.3% | 12,389 | -13.8% | 0.02% | -22.7% |
| Q1 2020 | $563,000 | -19.7% | 14,376 | +12.0% | 0.02% | 0.0% |
| Q4 2019 | $701,000 | +6.1% | 12,833 | +7.8% | 0.02% | -4.3% |
| Q3 2019 | $661,000 | -79.5% | 11,899 | -80.8% | 0.02% | -80.5% |
| Q2 2019 | $3,227,000 | +53.5% | 62,032 | +52.6% | 0.12% | +47.5% |
| Q1 2019 | $2,102,000 | +203.3% | 40,645 | +163.0% | 0.08% | +158.1% |
| Q4 2018 | $693,000 | -43.3% | 15,457 | -38.8% | 0.03% | -29.5% |
| Q3 2018 | $1,223,000 | -58.0% | 25,277 | -57.3% | 0.04% | -60.4% |
| Q2 2018 | $2,910,000 | -25.9% | 59,216 | -32.1% | 0.11% | -27.9% |
| Q1 2018 | $3,928,000 | – | 87,156 | – | 0.15% | – |
Download | ||||||
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% |