ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 84 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,506,000 | -41.8% | 39,326 | -50.7% | 1.97% | -56.1% |
| Q2 2020 | $4,304,000 | -0.3% | 79,694 | -0.3% | 4.48% | +0.6% |
| Q1 2020 | $4,319,000 | -92.6% | 79,959 | -91.0% | 4.46% | -22.5% |
| Q4 2019 | $58,366,000 | +43.2% | 889,722 | +34.8% | 5.75% | +30.1% |
| Q3 2019 | $40,752,000 | +6.8% | 660,169 | +1.8% | 4.42% | -4.0% |
| Q2 2019 | $38,145,000 | 0.0% | 648,720 | 0.0% | 4.61% | -0.9% |
| Q1 2019 | $38,145,000 | +17.9% | 648,720 | +5.0% | 4.65% | -9.4% |
| Q4 2018 | $32,360,000 | +1633.3% | 617,565 | +1428.7% | 5.13% | +53.6% |
| Q2 2016 | $1,867,000 | +38.6% | 40,398 | +23.8% | 3.34% | +90.6% |
| Q1 2015 | $1,347,000 | +7383.3% | 32,636 | +5585.7% | 1.75% | +4394.9% |
| Q2 2013 | $18,000 | – | 574 | – | 0.04% | – |
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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% |