ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 873 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 6.31 and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $21,204,000 | -8.8% | 273,356 | -4.9% | 5.03% | -0.5% |
| Q4 2021 | $23,260,000 | +8.0% | 287,518 | -1.8% | 5.06% | +5.6% |
| Q3 2021 | $21,529,000 | -6.6% | 292,914 | -6.4% | 4.79% | -3.0% |
| Q2 2021 | $23,046,000 | +8.3% | 313,084 | +1.8% | 4.94% | +1.8% |
| Q1 2021 | $21,276,000 | -6.2% | 307,504 | -8.0% | 4.85% | -2.9% |
| Q4 2020 | $22,677,000 | -3.6% | 334,079 | -9.5% | 4.99% | -3.5% |
| Q3 2020 | $23,535,000 | -52.9% | 369,294 | -51.5% | 5.17% | -38.7% |
| Q4 2019 | $49,995,000 | -37.4% | 762,133 | -38.8% | 8.44% | -34.0% |
| Q3 2019 | $79,876,000 | +9.7% | 1,246,130 | +5.7% | 12.79% | +8.2% |
| Q2 2019 | $72,792,000 | +4.3% | 1,179,205 | -0.7% | 11.83% | +2.5% |
| Q1 2019 | $69,807,000 | +5.9% | 1,187,205 | -5.6% | 11.54% | -3.4% |
| Q4 2018 | $65,934,000 | -8.0% | 1,258,288 | +0.2% | 11.95% | +8.3% |
| Q3 2018 | $71,662,000 | +15.9% | 1,256,354 | +8.0% | 11.03% | +5.3% |
| Q2 2018 | $61,852,000 | +8.1% | 1,163,499 | +5.6% | 10.48% | +1.5% |
| Q1 2018 | $57,220,000 | +86.9% | 1,101,862 | +89.9% | 10.33% | +87.5% |
| Q4 2017 | $30,620,000 | +3.7% | 580,137 | -1.1% | 5.51% | +0.9% |
| Q3 2017 | $29,514,000 | -41.0% | 586,295 | -42.6% | 5.46% | -42.1% |
| Q2 2017 | $50,021,000 | +0.8% | 1,022,303 | -1.7% | 9.43% | +1.4% |
| Q1 2017 | $49,647,000 | +4.4% | 1,040,384 | -1.1% | 9.30% | +1.3% |
| Q4 2016 | $47,569,000 | -15.8% | 1,051,938 | -15.4% | 9.18% | -14.0% |
| Q3 2016 | $56,498,000 | -5.9% | 1,243,619 | -4.3% | 10.68% | -1.2% |
| Q2 2016 | $60,024,000 | +16.0% | 1,298,950 | +10.3% | 10.81% | +22.2% |
| Q1 2016 | $51,741,000 | -1.1% | 1,177,808 | -5.8% | 8.85% | +8.2% |
| Q4 2015 | $52,297,000 | +1.0% | 1,250,517 | -4.4% | 8.18% | +3.6% |
| Q3 2015 | $51,768,000 | +62.8% | 1,307,594 | +65.8% | 7.89% | +74.5% |
| Q2 2015 | $31,804,000 | +250.1% | 788,798 | +258.2% | 4.52% | +228.1% |
| Q1 2015 | $9,085,000 | +1.3% | 220,200 | -0.6% | 1.38% | -6.6% |
| Q4 2014 | $8,966,000 | +10.3% | 221,481 | +2.6% | 1.48% | -5.3% |
| Q3 2014 | $8,132,000 | -59.0% | 215,830 | -59.5% | 1.56% | -61.0% |
| Q2 2014 | $19,858,000 | +27.9% | 533,518 | +23.9% | 4.00% | -18.3% |
| Q1 2014 | $15,521,000 | – | 430,539 | – | 4.90% | – |
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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% |