ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 187 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $346,000 | -37.1% | 5,356 | -34.2% | 0.05% | -27.5% |
| Q4 2021 | $550,000 | +28.5% | 8,144 | +11.5% | 0.07% | +15.0% |
| Q3 2021 | $428,000 | +0.5% | 7,304 | 0.0% | 0.06% | -4.8% |
| Q2 2021 | $426,000 | +29.1% | 7,304 | +16.0% | 0.06% | +5.0% |
| Q1 2021 | $330,000 | -94.0% | 6,295 | -95.5% | 0.06% | -96.7% |
| Q1 2020 | $5,491,000 | -3.1% | 140,174 | +35.0% | 1.80% | +20.5% |
| Q4 2019 | $5,668,000 | +2.9% | 103,825 | +4.7% | 1.49% | -6.9% |
| Q3 2019 | $5,510,000 | – | 99,190 | – | 1.60% | – |
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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% |