Compass Ion Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 215 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Compass Ion Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$274,000
-98.5%
6,985
-97.9%
0.25%
-97.3%
Q4 2019$18,010,000329,9169.29%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
FIDUCIENT ADVISORS LLC 775,914$33,938,00019.10%
Blueprint Investment Partners LLC 260,723$12,622,0009.97%
CornerStone Partners LLC 305,353$13,356,0009.88%
Horan Securities, Inc. 209,153$9,148,0009.11%
McCutchen Group LLC 695,330$30,414,0007.50%
S. R. Schill & Associates 261,607$11,443,0005.80%
Ellenbecker Investment Group 239,443$10,473,0004.46%
Peterson Wealth Advisors, LLC 173,649$7,595,0003.89%
Biltmore Wealth Management, LLC 117,161$5,094,0002.95%
ERn Financial, LLC 143,943$6,296,0002.95%
View complete list of ISHARES TR shareholders