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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $21,725,000 | -16.6% | 402,236 | -1.0% | 1.02% | -2.0% |
| Q3 2019 | $26,045,000 | +11.2% | 406,314 | +7.0% | 1.04% | +7.8% |
| Q2 2019 | $23,432,000 | +193.1% | 379,587 | +146.6% | 0.96% | +158.3% |
| Q1 2018 | $7,994,000 | +12.0% | 153,936 | +13.8% | 0.37% | +16.6% |
| Q4 2017 | $7,139,000 | +11.5% | 135,258 | +3.4% | 0.32% | +0.9% |
| Q2 2017 | $6,400,000 | +25.5% | 130,803 | +22.4% | 0.32% | -17.7% |
| Q1 2017 | $5,100,000 | +69.0% | 106,877 | +60.2% | 0.38% | +60.7% |
| Q4 2016 | $3,018,000 | -22.6% | 66,730 | -22.3% | 0.24% | -24.1% |
| Q3 2016 | $3,901,000 | +17.0% | 85,865 | +19.0% | 0.32% | +16.2% |
| Q2 2016 | $3,333,000 | – | 72,131 | – | 0.27% | – |
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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% |