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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $2,884 | -99.2% | 40 | -99.1% | 0.00% | -99.1% |
Q4 2021 | $373,000 | +6.9% | 4,615 | -2.9% | 0.22% | +3.2% |
Q3 2021 | $349,000 | -43.8% | 4,754 | -43.7% | 0.22% | -43.6% |
Q2 2021 | $621,000 | +2.1% | 8,443 | -3.9% | 0.38% | -14.9% |
Q1 2021 | $608,000 | +1.3% | 8,782 | -0.6% | 0.45% | -2.6% |
Q4 2020 | $600,000 | +4.9% | 8,834 | -1.7% | 0.46% | -2.7% |
Q3 2020 | $572,000 | +2.5% | 8,989 | -2.5% | 0.48% | -5.9% |
Q2 2020 | $558,000 | -78.0% | 9,218 | -80.4% | 0.50% | -78.7% |
Q1 2020 | $2,539,000 | +36.7% | 47,019 | +66.1% | 2.38% | +44.0% |
Q4 2019 | $1,857,000 | +7.1% | 28,308 | +4.7% | 1.65% | +5.6% |
Q3 2019 | $1,734,000 | – | 27,048 | – | 1.56% | – |
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% |