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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $46,000 | -78.8% | 598 | -79.6% | 0.00% | – |
| Q3 2021 | $217,000 | +0.5% | 2,935 | 0.0% | 0.00% | – |
| Q2 2021 | $216,000 | +266.1% | 2,935 | +214.2% | 0.00% | – |
| Q3 2020 | $59,000 | -77.1% | 934 | -76.3% | 0.00% | -100.0% |
| Q4 2019 | $258,000 | +138.9% | 3,945 | +133.8% | 0.00% | – |
| Q3 2019 | $108,000 | -36.8% | 1,687 | -42.0% | 0.00% | – |
| Q1 2019 | $171,000 | +755.0% | 2,911 | +646.4% | 0.00% | – |
| Q4 2018 | $20,000 | +122.2% | 390 | +107.4% | 0.00% | – |
| Q2 2018 | $9,000 | -99.0% | 188 | -98.9% | 0.00% | -100.0% |
| Q4 2017 | $929,000 | +22.6% | 17,617 | +7.3% | 0.04% | -21.6% |
| Q2 2016 | $758,000 | +79.2% | 16,417 | +70.5% | 0.05% | +50.0% |
| Q1 2016 | $423,000 | +540.9% | 9,631 | +508.4% | 0.03% | +580.0% |
| Q4 2015 | $66,000 | – | 1,583 | – | 0.01% | – |
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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% |