ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 207 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $247,914 | +45.8% | 5,255 | +34.6% | 0.00% | 0.0% |
Q2 2020 | $170,000 | -84.8% | 3,905 | -81.0% | 0.00% | -88.2% |
Q4 2019 | $1,120,000 | -21.8% | 20,518 | -20.4% | 0.02% | -22.7% |
Q3 2019 | $1,432,000 | +218.2% | 25,779 | +197.9% | 0.02% | +175.0% |
Q2 2019 | $450,000 | +20.3% | 8,655 | +19.6% | 0.01% | +14.3% |
Q1 2019 | $374,000 | +4.2% | 7,238 | -9.6% | 0.01% | -22.2% |
Q4 2018 | $359,000 | +2.9% | 8,010 | +11.1% | 0.01% | +28.6% |
Q3 2018 | $349,000 | -3.1% | 7,207 | -9.9% | 0.01% | -50.0% |
Q1 2018 | $360,000 | -16.7% | 7,996 | -8.5% | 0.01% | +27.3% |
Q3 2017 | $432,000 | +33.7% | 8,737 | +30.3% | 0.01% | +22.2% |
Q2 2017 | $323,000 | +56.8% | 6,707 | +59.4% | 0.01% | +50.0% |
Q1 2017 | $206,000 | +2188.9% | 4,207 | +1903.3% | 0.01% | +500.0% |
Q3 2014 | $9,000 | – | 210 | – | 0.00% | – |
Download |
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% |