ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 873 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 6.31 and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $296,000 | +18.4% | 3,656 | +7.5% | 0.01% | 0.0% |
| Q3 2021 | $250,000 | -4.9% | 3,402 | -12.1% | 0.01% | -30.8% |
| Q4 2020 | $263,000 | -5.7% | 3,872 | -11.3% | 0.01% | -13.3% |
| Q3 2020 | $279,000 | -13.4% | 4,363 | -17.7% | 0.02% | -16.7% |
| Q2 2020 | $322,000 | -93.4% | 5,302 | -94.2% | 0.02% | -94.7% |
| Q1 2020 | $4,896,000 | -33.5% | 90,651 | -19.3% | 0.34% | -25.9% |
| Q4 2019 | $7,367,000 | +49.2% | 112,311 | +45.8% | 0.46% | +28.5% |
| Q3 2019 | $4,939,000 | +66.9% | 77,052 | +60.7% | 0.36% | +59.9% |
| Q2 2019 | $2,960,000 | +321.1% | 47,954 | +301.4% | 0.22% | +289.5% |
| Q1 2019 | $703,000 | +144.1% | 11,948 | +117.7% | 0.06% | +111.1% |
| Q4 2018 | $288,000 | +317.4% | 5,488 | +290.9% | 0.03% | +170.0% |
| Q2 2017 | $69,000 | – | 1,404 | – | 0.01% | – |
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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% |