ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 38 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $788,000 | -46.1% | 20,114 | -25.0% | 0.03% | -30.6% |
| Q4 2019 | $1,462,000 | -9.9% | 26,832 | -8.8% | 0.05% | -15.5% |
| Q3 2019 | $1,623,000 | -8.5% | 29,412 | -13.7% | 0.06% | -4.9% |
| Q2 2019 | $1,774,000 | +0.9% | 34,100 | +0.3% | 0.06% | +1.7% |
| Q1 2019 | $1,758,000 | +8.7% | 34,003 | -5.5% | 0.06% | -6.2% |
| Q4 2018 | $1,618,000 | +568.6% | 35,982 | +633.1% | 0.06% | +611.1% |
| Q2 2018 | $242,000 | +4.3% | 4,908 | -4.3% | 0.01% | 0.0% |
| Q1 2018 | $232,000 | -27.5% | 5,130 | -20.9% | 0.01% | -30.8% |
| Q4 2017 | $320,000 | -4.2% | 6,482 | -4.3% | 0.01% | -7.1% |
| Q3 2017 | $334,000 | +11.0% | 6,772 | +10.5% | 0.01% | +7.7% |
| Q2 2017 | $301,000 | – | 6,127 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 791,736 | $46,190,000 | 14.32% |
| Blueprint Investment Partners LLC | 224,072 | $13,072,000 | 10.45% |
| Ellenbecker Investment Group | 511,773 | $29,857,000 | 9.80% |
| McCutchen Group LLC | 743,662 | $43,385,000 | 7.95% |
| S. R. Schill & Associates | 271,613 | $15,846,000 | 6.27% |
| Fi3 FINANCIAL ADVISORS, LLC | 131,631 | $8,026,000 | 5.50% |
| MBE Wealth Management, LLC | 167,826 | $9,791,000 | 5.07% |
| Peterson Wealth Advisors, LLC | 211,719 | $12,352,000 | 4.38% |
| Biltmore Wealth Management, LLC | 168,991 | $9,859,000 | 4.02% |
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 305,353 | $17,814,000 | 3.64% |