ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 182 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,426 | -8.2% | 115 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $5,912 | +4.0% | 115 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $5,687 | -97.9% | 115 | -97.7% | 0.01% | -97.7% |
| Q4 2019 | $274,000 | -1.8% | 5,019 | 0.0% | 0.30% | +8.2% |
| Q3 2019 | $279,000 | +6.9% | 5,019 | 0.0% | 0.28% | +17.0% |
| Q2 2019 | $261,000 | +17.6% | 5,019 | +11.3% | 0.24% | +24.9% |
| Q2 2018 | $222,000 | +3730.2% | 4,510 | +3821.7% | 0.19% | +3116.7% |
| Q1 2010 | $5,796 | – | 115 | – | 0.01% | – |
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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% |