ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 611 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.11 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $45 | +2.3% | 600 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $44 | +2.3% | 600 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $43 | -99.9% | 600 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $40,000 | -4.8% | 600 | 0.0% | 0.01% | +16.7% |
| Q2 2022 | $42,000 | -10.6% | 600 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $47,000 | -24.2% | 600 | -22.1% | 0.01% | -14.3% |
| Q4 2021 | $62,000 | +8.8% | 770 | 0.0% | 0.01% | +16.7% |
| Q3 2021 | $57,000 | +1.8% | 770 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $56,000 | +5.7% | 770 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $53,000 | +1.9% | 770 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $52,000 | +6.1% | 770 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $49,000 | +4.3% | 770 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $47,000 | +11.9% | 770 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $42,000 | -17.6% | 770 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $51,000 | +4.1% | 770 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $49,000 | +2.1% | 770 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $48,000 | +6.7% | 770 | 0.0% | 0.01% | +14.3% |
| Q1 2019 | $45,000 | +12.5% | 770 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $40,000 | -9.1% | 770 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $44,000 | +7.3% | 770 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $41,000 | +2.5% | 770 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $40,000 | – | 770 | – | 0.01% | – |
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% |