ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 31 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $6,350 | -99.4% | 126 | -99.4% | 0.01% | -96.8% |
| Q4 2019 | $1,122,000 | -6.9% | 20,565 | -5.3% | 0.41% | -14.8% |
| Q3 2019 | $1,205,000 | +20.6% | 21,727 | -1.2% | 0.48% | +5.7% |
| Q2 2019 | $999,000 | +17.9% | 22,002 | +34.3% | 0.45% | -17.0% |
| Q1 2019 | $847,000 | -11.0% | 16,382 | -22.8% | 0.55% | +17.9% |
| Q4 2018 | $952,000 | +24.4% | 21,225 | +34.2% | 0.46% | +13.2% |
| Q3 2018 | $765,000 | -12.5% | 15,821 | -11.6% | 0.41% | +3.5% |
| Q2 2018 | $874,000 | -47.7% | 17,901 | -51.7% | 0.40% | -19.8% |
| Q1 2018 | $1,670,000 | +75.1% | 37,082 | +91.3% | 0.49% | +10.0% |
| Q4 2017 | $954,000 | -7.2% | 19,381 | -7.2% | 0.45% | -32.2% |
| Q3 2017 | $1,028,000 | -29.5% | 20,888 | -29.5% | 0.66% | -50.3% |
| Q2 2017 | $1,458,000 | +1.2% | 29,646 | +0.7% | 1.33% | +30.6% |
| Q1 2017 | $1,440,000 | +1.6% | 29,429 | +1.3% | 1.02% | -10.8% |
| Q4 2016 | $1,417,000 | -6.2% | 29,062 | -2.4% | 1.14% | -11.1% |
| Q3 2016 | $1,510,000 | -5.8% | 29,775 | -4.0% | 1.29% | +3.8% |
| Q2 2016 | $1,603,000 | -4.6% | 31,021 | -12.6% | 1.24% | -11.3% |
| Q1 2016 | $1,680,000 | -0.1% | 35,491 | -19.1% | 1.40% | +11.3% |
| Q4 2015 | $1,682,000 | – | 43,855 | – | 1.26% | – |
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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% |