ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 893 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,180,075 | -8.2% | 320,255 | -5.8% | 0.26% | -10.4% |
| Q2 2023 | $25,260,984 | +1.5% | 339,849 | -0.7% | 0.29% | -5.2% |
| Q1 2023 | $24,890,962 | +0.2% | 342,191 | -0.7% | 0.30% | -7.9% |
| Q4 2022 | $24,840,211 | +6.0% | 344,524 | -2.9% | 0.33% | -8.1% |
| Q3 2022 | $23,443,000 | -12.4% | 354,664 | -7.0% | 0.36% | -10.7% |
| Q2 2022 | $26,762,000 | -14.2% | 381,170 | -5.3% | 0.40% | -6.1% |
| Q1 2022 | $31,208,000 | -40.8% | 402,376 | -38.2% | 0.43% | -46.0% |
| Q4 2021 | $52,714,000 | +0.6% | 651,581 | -8.5% | 0.79% | -9.2% |
| Q3 2021 | $52,386,000 | +3.7% | 712,368 | +3.9% | 0.87% | -4.7% |
| Q2 2021 | $50,512,000 | +9.3% | 685,885 | +2.7% | 0.92% | -7.6% |
| Q1 2021 | $46,200,000 | -18.6% | 667,956 | -20.2% | 0.99% | -26.5% |
| Q4 2020 | $56,785,000 | -5.8% | 836,803 | -11.6% | 1.35% | +39.6% |
| Q3 2020 | $60,300,000 | +37.5% | 946,204 | +30.8% | 0.97% | -23.6% |
| Q2 2020 | $43,868,000 | +76.9% | 723,466 | +57.6% | 1.26% | +70.9% |
| Q1 2020 | $24,799,000 | -24.2% | 459,045 | -7.9% | 0.74% | -2.4% |
| Q4 2019 | $32,701,000 | +96.2% | 498,623 | +91.8% | 0.76% | +12.5% |
| Q3 2019 | $16,664,000 | +29.2% | 259,908 | +24.4% | 0.67% | +18.5% |
| Q2 2019 | $12,897,000 | +14.4% | 208,933 | +9.0% | 0.57% | -5.0% |
| Q1 2019 | $11,269,000 | +15.4% | 191,651 | +2.9% | 0.60% | -63.5% |
| Q4 2018 | $9,766,000 | – | 186,185 | – | 1.64% | – |
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% |