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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,135 | +24.7% | 24,048 | +35.8% | 0.23% | +28.2% |
Q2 2023 | $910 | -2.9% | 17,710 | -4.8% | 0.18% | -5.2% |
Q1 2023 | $937 | +69.7% | 18,598 | +66.5% | 0.19% | +63.2% |
Q4 2022 | $552 | -99.7% | 11,172 | +161.3% | 0.12% | +138.8% |
Q3 2022 | $203,000 | -81.6% | 4,275 | -79.3% | 0.05% | -80.4% |
Q2 2022 | $1,102,000 | +23.5% | 20,636 | +49.6% | 0.25% | +47.1% |
Q1 2022 | $892,000 | +774.5% | 13,793 | +815.9% | 0.17% | +794.7% |
Q4 2021 | $102,000 | +15.9% | 1,506 | +0.9% | 0.02% | +5.6% |
Q3 2021 | $88,000 | -15.4% | 1,493 | -16.0% | 0.02% | -25.0% |
Q2 2021 | $104,000 | +11.8% | 1,777 | +0.1% | 0.02% | +9.1% |
Q1 2021 | $93,000 | +8.1% | 1,776 | +0.1% | 0.02% | 0.0% |
Q4 2020 | $86,000 | -20.4% | 1,775 | -28.4% | 0.02% | -31.2% |
Q3 2020 | $108,000 | 0.0% | 2,480 | +0.0% | 0.03% | 0.0% |
Q2 2020 | $108,000 | +11.3% | 2,479 | +0.0% | 0.03% | +3.2% |
Q1 2020 | $97,000 | – | 2,478 | – | 0.03% | – |
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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% |