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 2023 | $324,703 | -30.3% | 4,486 | -28.4% | 0.10% | -27.4% |
| Q2 2023 | $465,684 | +12.3% | 6,265 | +9.9% | 0.14% | +8.9% |
| Q1 2023 | $414,624 | +70.9% | 5,700 | +69.4% | 0.12% | +49.4% |
| Q4 2022 | $242,551 | +8.3% | 3,364 | -0.9% | 0.08% | -1.2% |
| Q3 2022 | $224,000 | -6.7% | 3,394 | +14.4% | 0.08% | +78.7% |
| Q4 2021 | $240,000 | -12.4% | 2,968 | -26.5% | 0.05% | -19.0% |
| Q4 2020 | $274,000 | +16.1% | 4,040 | +9.1% | 0.06% | -20.5% |
| Q3 2020 | $236,000 | -52.6% | 3,702 | -55.0% | 0.07% | -49.3% |
| Q2 2020 | $498,000 | -35.8% | 8,221 | -42.8% | 0.14% | -70.9% |
| Q1 2020 | $776,000 | -3.8% | 14,362 | +16.8% | 0.50% | +211.3% |
| Q4 2019 | $807,000 | +121.1% | 12,295 | +115.7% | 0.16% | +72.8% |
| Q3 2019 | $365,000 | +17.0% | 5,699 | +12.6% | 0.09% | +318.2% |
| Q2 2019 | $312,000 | +52.2% | 5,062 | +44.9% | 0.02% | 0.0% |
| Q1 2019 | $205,000 | – | 3,494 | – | 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% |