ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 653 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.23 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,493,095 | -15.1% | 131,156 | -12.8% | 0.02% | -6.2% |
| Q2 2023 | $11,180,974 | +15.7% | 150,423 | +13.2% | 0.02% | +6.7% |
| Q1 2023 | $9,664,742 | +40.2% | 132,867 | +39.0% | 0.02% | +25.0% |
| Q4 2022 | $6,893,579 | +24.7% | 95,611 | +15.7% | 0.01% | +33.3% |
| Q3 2022 | $5,527,000 | +26.7% | 82,651 | +33.4% | 0.01% | +28.6% |
| Q2 2022 | $4,362,000 | -4.8% | 61,966 | +4.9% | 0.01% | +16.7% |
| Q1 2022 | $4,580,000 | -2.3% | 59,047 | -1.6% | 0.01% | 0.0% |
| Q4 2021 | $4,689,000 | +164.8% | 59,990 | +157.1% | 0.01% | +200.0% |
| Q3 2021 | $1,771,000 | -7.0% | 23,333 | -9.9% | 0.00% | -33.3% |
| Q2 2021 | $1,905,000 | -44.1% | 25,883 | -47.4% | 0.00% | -40.0% |
| Q1 2021 | $3,407,000 | -61.7% | 49,246 | -62.5% | 0.01% | -66.7% |
| Q4 2020 | $8,907,000 | +12.7% | 131,211 | +5.8% | 0.02% | 0.0% |
| Q3 2020 | $7,902,000 | +12.3% | 123,990 | +6.9% | 0.02% | +15.4% |
| Q2 2020 | $7,034,000 | -7.7% | 116,021 | -17.8% | 0.01% | -23.5% |
| Q1 2020 | $7,624,000 | +16.1% | 141,156 | +41.0% | 0.02% | +70.0% |
| Q4 2019 | $6,567,000 | +9.2% | 100,109 | +6.7% | 0.01% | +11.1% |
| Q3 2019 | $6,011,000 | +144.8% | 93,781 | +135.8% | 0.01% | +125.0% |
| Q2 2019 | $2,455,000 | -9.9% | 39,776 | -14.2% | 0.00% | -20.0% |
| Q1 2019 | $2,725,000 | +799.3% | 46,346 | +702.4% | 0.01% | +400.0% |
| Q4 2018 | $303,000 | – | 5,776 | – | 0.00% | – |
Download | ||||||
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% |