ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 85 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 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% |