ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 693 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 2.04 and the average weighting 1.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $17,000 | -75.4% | 255 | -73.9% | 0.00% | -66.7% |
Q2 2022 | $69,000 | -25.0% | 976 | -17.6% | 0.01% | -14.3% |
Q1 2022 | $92,000 | +16.5% | 1,185 | +21.4% | 0.01% | +16.7% |
Q4 2021 | $79,000 | -4.8% | 976 | -13.0% | 0.01% | -14.3% |
Q3 2021 | $83,000 | -74.4% | 1,122 | -74.5% | 0.01% | -73.1% |
Q2 2021 | $324,000 | +10.2% | 4,395 | +3.4% | 0.03% | 0.0% |
Q1 2021 | $294,000 | +174.8% | 4,249 | +159.6% | 0.03% | +116.7% |
Q4 2019 | $107,000 | -2.7% | 1,637 | -8.1% | 0.01% | -20.0% |
Q2 2019 | $110,000 | – | 1,781 | – | 0.02% | – |
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% |