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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $104,070 | +463.9% | 1,943 | +466.5% | 0.00% | – |
| Q1 2024 | $18,454 | +5.6% | 343 | +6.5% | 0.00% | – |
| Q4 2023 | $17,481 | +37.7% | 322 | +19.7% | 0.00% | – |
| Q3 2023 | $12,691 | -5.8% | 269 | +2.7% | 0.00% | – |
| Q2 2023 | $13,469 | +1.2% | 262 | -0.8% | 0.00% | – |
| Q1 2023 | $13,306 | -51.8% | 264 | -67.8% | 0.00% | -100.0% |
| Q4 2022 | $27,629 | -88.5% | 820 | -81.8% | 0.00% | -75.0% |
| Q2 2022 | $241,000 | -41.8% | 4,516 | -26.3% | 0.00% | -33.3% |
| Q4 2021 | $414,000 | -79.7% | 6,125 | -83.6% | 0.01% | -92.6% |
| Q4 2019 | $2,035,000 | – | 37,281 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SBK Financial, Inc. | 144,838 | $6,880,000 | 10.56% |
| S. R. Schill & Associates | 326,324 | $15,500,000 | 8.26% |
| AGINCOURT CAPITAL MANAGEMENT, LLC | 189,733 | $9,012,000 | 8.24% |
| McCutchen Group LLC | 744,472 | $35,362,000 | 7.62% |
| Ellenbecker Investment Group | 396,585 | $18,837,000 | 5.97% |
| Heritage Financial Services, LLC | 183,736 | $8,727,000 | 5.30% |
| MBE Wealth Management, LLC | 149,361 | $7,095,000 | 5.18% |
| TPG Financial Advisors, LLC | 151,072 | $7,176,000 | 4.41% |
| Legacy Financial Group LLC | 227,052 | $10,785,000 | 3.60% |
| Biltmore Wealth Management, LLC | 155,203 | $7,372,000 | 3.39% |