ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 165 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $273,501 | -90.1% | 5,531 | -90.5% | 3.92% | +520.9% |
| Q3 2022 | $2,757,000 | -13.9% | 58,039 | -3.2% | 0.63% | -4.5% |
| Q2 2022 | $3,201,000 | -18.1% | 59,948 | -0.8% | 0.66% | -8.7% |
| Q1 2022 | $3,909,000 | -5.8% | 60,459 | -1.5% | 0.72% | +1266.0% |
| Q4 2021 | $4,149,000 | +15.3% | 61,379 | +0.1% | 0.05% | -92.7% |
| Q3 2021 | $3,597,000 | 0.0% | 61,331 | -0.5% | 0.72% | -9.4% |
| Q2 2021 | $3,597,000 | +8.8% | 61,657 | -2.3% | 0.80% | -4.9% |
| Q1 2021 | $3,305,000 | +9.7% | 63,078 | +1.3% | 0.84% | +4.9% |
| Q4 2020 | $3,014,000 | +13.5% | 62,250 | +2.5% | 0.80% | -10.1% |
| Q3 2020 | $2,656,000 | +6.3% | 60,726 | +5.7% | 0.89% | -21.9% |
| Q2 2020 | $2,499,000 | +11.4% | 57,468 | +0.3% | 1.14% | -26.3% |
| Q1 2020 | $2,244,000 | -26.4% | 57,284 | +2.6% | 1.55% | -17.6% |
| Q4 2019 | $3,048,000 | +1.6% | 55,839 | +3.4% | 1.88% | -13.3% |
| Q3 2019 | $3,001,000 | +7.3% | 54,017 | +0.4% | 2.16% | +2.4% |
| Q2 2019 | $2,798,000 | +2.5% | 53,792 | +1.9% | 2.11% | -10.8% |
| Q1 2019 | $2,731,000 | +43.7% | 52,797 | +24.5% | 2.37% | +17.4% |
| Q4 2018 | $1,901,000 | – | 42,393 | – | 2.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 791,736 | $46,190,000 | 14.32% |
| Blueprint Investment Partners LLC | 224,072 | $13,072,000 | 10.45% |
| Ellenbecker Investment Group | 511,773 | $29,857,000 | 9.80% |
| McCutchen Group LLC | 743,662 | $43,385,000 | 7.95% |
| S. R. Schill & Associates | 271,613 | $15,846,000 | 6.27% |
| Fi3 FINANCIAL ADVISORS, LLC | 131,631 | $8,026,000 | 5.50% |
| MBE Wealth Management, LLC | 167,826 | $9,791,000 | 5.07% |
| Peterson Wealth Advisors, LLC | 211,719 | $12,352,000 | 4.38% |
| Biltmore Wealth Management, LLC | 168,991 | $9,859,000 | 4.02% |
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 305,353 | $17,814,000 | 3.64% |