ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 760 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.92 and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $582,000 | -9.8% | 7,913 | -9.7% | 0.01% | -13.3% |
| Q2 2021 | $645,000 | +5.0% | 8,765 | -1.3% | 0.02% | -6.2% |
| Q1 2021 | $614,000 | +14.1% | 8,879 | +11.9% | 0.02% | +6.7% |
| Q4 2020 | $538,000 | +97.1% | 7,933 | +85.1% | 0.02% | +66.7% |
| Q3 2020 | $273,000 | -6.8% | 4,286 | -11.3% | 0.01% | -25.0% |
| Q2 2020 | $293,000 | -3.9% | 4,830 | -14.4% | 0.01% | -29.4% |
| Q1 2020 | $305,000 | +41.2% | 5,643 | +71.4% | 0.02% | +70.0% |
| Q4 2019 | $216,000 | +2.4% | 3,292 | +0.1% | 0.01% | -9.1% |
| Q3 2019 | $211,000 | +3.9% | 3,288 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $203,000 | – | 3,288 | – | 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% |