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 2022 | $205,000 | -10.9% | 4,309 | +0.2% | 0.05% | -5.8% |
| Q2 2022 | $230,000 | -17.3% | 4,299 | 0.0% | 0.05% | -10.3% |
| Q1 2022 | $278,000 | -4.5% | 4,299 | 0.0% | 0.06% | 0.0% |
| Q4 2021 | $291,000 | +15.5% | 4,299 | +0.0% | 0.06% | +5.5% |
| Q3 2021 | $252,000 | -0.8% | 4,298 | -1.4% | 0.06% | -5.2% |
| Q2 2021 | $254,000 | +11.4% | 4,359 | 0.0% | 0.06% | +5.5% |
| Q1 2021 | $228,000 | -5.4% | 4,359 | -12.3% | 0.06% | -9.8% |
| Q4 2020 | $241,000 | -30.3% | 4,973 | -37.1% | 0.06% | -40.2% |
| Q3 2020 | $346,000 | -5.5% | 7,907 | -6.3% | 0.10% | -11.3% |
| Q2 2020 | $366,000 | +21.6% | 8,436 | +9.7% | 0.12% | +2.7% |
| Q1 2020 | $301,000 | -5.6% | 7,687 | +31.2% | 0.11% | +5.7% |
| Q4 2019 | $319,000 | – | 5,861 | – | 0.11% | – |
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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% |