ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 900 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,096,000 | -63.3% | 20,300 | -55.5% | 0.01% | -59.3% |
| Q4 2019 | $2,989,000 | +55.4% | 45,570 | +51.9% | 0.03% | +50.0% |
| Q3 2019 | $1,923,000 | -42.3% | 30,000 | -44.4% | 0.02% | -45.5% |
| Q2 2019 | $3,333,000 | -5.4% | 54,000 | -9.8% | 0.03% | -5.7% |
| Q1 2019 | $3,522,000 | +14.0% | 59,895 | +1.6% | 0.04% | 0.0% |
| Q4 2018 | $3,089,000 | -5.0% | 58,955 | +3.4% | 0.04% | +9.4% |
| Q3 2018 | $3,251,000 | – | 57,000 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Advisors, LLC | 1,092,633 | $91,737,429 | 18.76% |
| GRAYHAWK INVESTMENT STRATEGIES INC. | 42,164 | $3,540,089 | 16.12% |
| Cassia Capital Partners, LLC | 238,264 | $20,004,682 | 13.19% |
| Sovereign Investment Advisors, LLC | 323,837 | $25,269,037 | 9.42% |
| Lowe Wealth Advisors, LLC | 231,723 | $19,455,503 | 8.86% |
| Teilinger Capital Ltd. | 241,000 | $20,234,360 | 8.82% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 201,331 | $17,117,162 | 8.66% |
| Halpern Financial, Inc. | 374,389 | $31,433,719 | 8.64% |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 72,630 | $6,098,025 | 8.30% |
| Adaptive Financial Consulting, LLC | 226,332 | $19,002,822 | 8.24% |