ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 653 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.23 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,889,000 | +5.0% | 45,326 | -0.1% | 1.24% | -0.8% |
| Q2 2020 | $2,751,000 | -1.1% | 45,375 | -11.9% | 1.25% | -16.7% |
| Q1 2020 | $2,782,000 | -15.3% | 51,515 | +2.8% | 1.51% | +3.0% |
| Q4 2019 | $3,286,000 | -25.9% | 50,096 | -27.6% | 1.46% | -29.9% |
| Q3 2019 | $4,434,000 | +55.4% | 69,177 | +49.7% | 2.09% | +51.8% |
| Q2 2019 | $2,853,000 | +9.1% | 46,217 | +4.0% | 1.38% | -1.4% |
| Q1 2019 | $2,614,000 | +355.4% | 44,458 | +306.1% | 1.39% | +289.4% |
| Q4 2018 | $574,000 | +14.8% | 10,948 | +25.0% | 0.36% | +32.6% |
| Q3 2018 | $500,000 | +9.6% | 8,760 | +2.2% | 0.27% | +5.9% |
| Q2 2018 | $456,000 | 0.0% | 8,570 | -2.3% | 0.26% | -4.1% |
| Q1 2018 | $456,000 | +2.0% | 8,774 | -1.1% | 0.27% | -6.7% |
| Q4 2017 | $447,000 | 0.0% | 8,871 | 0.0% | 0.28% | 0.0% |
| Q3 2017 | $447,000 | +10.6% | 8,871 | +7.4% | 0.28% | +2.9% |
| Q2 2017 | $404,000 | -7.3% | 8,256 | -9.7% | 0.28% | -8.6% |
| Q1 2017 | $436,000 | -58.4% | 9,140 | -60.6% | 0.30% | -58.9% |
| Q4 2016 | $1,049,000 | +287.1% | 23,205 | +289.6% | 0.74% | +296.8% |
| Q3 2016 | $271,000 | – | 5,956 | – | 0.19% | – |
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% |