ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 916 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 2.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $1,673,000 | -3.9% | 30,980 | +16.8% | 0.00% | 0.0% |
Q4 2019 | $1,741,000 | +2.5% | 26,535 | +0.2% | 0.00% | 0.0% |
Q3 2019 | $1,698,000 | -1.0% | 26,485 | -4.6% | 0.00% | 0.0% |
Q2 2019 | $1,715,000 | +4.6% | 27,776 | -0.4% | 0.00% | 0.0% |
Q1 2019 | $1,639,000 | +119.1% | 27,876 | +95.3% | 0.00% | +200.0% |
Q4 2018 | $748,000 | – | 14,276 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Cassia Capital Partners, LLC | 382,000 | $27,649,146 | 22.63% |
Financial Advisors, LLC | 1,084,310 | $78,482,329 | 19.43% |
Wealth Advisors of Iowa, LLC | 327,608 | $23,712,270 | 16.68% |
Sovereign Investment Advisors, LLC | 384,417 | $27,824,110 | 10.91% |
Wells Financial Advisors INC | 190,211 | $13,767,467 | 10.70% |
Halpern Financial, Inc. | 420,898 | $30,464,595 | 10.52% |
GRAYHAWK INVESTMENT STRATEGIES INC. | 201,535 | $14,587,103 | 9.79% |
Darrow Company, Inc. | 153,486 | $11,109,352 | 9.74% |
Lowe Wealth Advisors, LLC | 249,740 | $18,076,145 | 9.61% |
Adaptive Financial Consulting, LLC | 221,023 | $15,997,670 | 9.06% |