ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 215 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $316,000 | -30.9% | 8,058 | -3.7% | 0.01% | -10.0% |
| Q4 2019 | $457,000 | -2.8% | 8,368 | -1.1% | 0.01% | -41.2% |
| Q3 2019 | $470,000 | +27.4% | 8,463 | +19.4% | 0.02% | +30.8% |
| Q2 2019 | $369,000 | -1.3% | 7,088 | -1.9% | 0.01% | +62.5% |
| Q1 2019 | $374,000 | -76.0% | 7,223 | -79.2% | 0.01% | -87.3% |
| Q4 2018 | $1,560,000 | – | 34,778 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SBK Financial, Inc. | 144,838 | $6,880,000 | 10.56% |
| S. R. Schill & Associates | 326,324 | $15,500,000 | 8.26% |
| AGINCOURT CAPITAL MANAGEMENT, LLC | 189,733 | $9,012,000 | 8.24% |
| McCutchen Group LLC | 744,472 | $35,362,000 | 7.62% |
| Ellenbecker Investment Group | 396,585 | $18,837,000 | 5.97% |
| Heritage Financial Services, LLC | 183,736 | $8,727,000 | 5.30% |
| MBE Wealth Management, LLC | 149,361 | $7,095,000 | 5.18% |
| TPG Financial Advisors, LLC | 151,072 | $7,176,000 | 4.41% |
| Legacy Financial Group LLC | 227,052 | $10,785,000 | 3.60% |
| Biltmore Wealth Management, LLC | 155,203 | $7,372,000 | 3.39% |