ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 79 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $257,000 | -7.6% | 5,879 | -8.2% | 0.31% | -13.6% |
| Q2 2020 | $278,000 | +1.8% | 6,403 | -8.1% | 0.36% | -14.9% |
| Q1 2020 | $273,000 | -36.5% | 6,966 | -11.8% | 0.42% | +14.6% |
| Q4 2019 | $430,000 | -28.2% | 7,897 | -27.0% | 0.37% | -30.3% |
| Q3 2019 | $599,000 | +0.5% | 10,811 | -6.0% | 0.53% | +1.5% |
| Q2 2019 | $596,000 | +13.5% | 11,495 | +12.7% | 0.52% | +73.2% |
| Q1 2019 | $525,000 | +51.7% | 10,197 | +31.8% | 0.30% | +30.2% |
| Q4 2018 | $346,000 | +2.7% | 7,735 | +11.4% | 0.23% | +40.6% |
| Q3 2018 | $337,000 | +37.6% | 6,942 | +39.2% | 0.16% | +33.1% |
| Q2 2018 | $245,000 | +113.0% | 4,987 | +93.9% | 0.12% | +103.3% |
| Q1 2018 | $115,000 | +88.5% | 2,572 | +106.9% | 0.06% | +84.8% |
| Q4 2017 | $61,000 | – | 1,243 | – | 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% |