ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 893 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,350 | -2.6% | 143 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $10,629 | -77.6% | 143 | -78.1% | 0.00% | -80.0% |
| Q1 2023 | $47,499 | +64.3% | 653 | +62.8% | 0.01% | +66.7% |
| Q4 2022 | $28,912 | +221.2% | 401 | +180.4% | 0.00% | +200.0% |
| Q3 2022 | $9,000 | -80.0% | 143 | -77.6% | 0.00% | -80.0% |
| Q2 2022 | $45,000 | -72.2% | 639 | -69.4% | 0.01% | -72.2% |
| Q1 2022 | $162,000 | +548.0% | 2,090 | +578.6% | 0.02% | +500.0% |
| Q4 2021 | $25,000 | +127.3% | 308 | +115.4% | 0.00% | +200.0% |
| Q3 2021 | $11,000 | -47.6% | 143 | -50.0% | 0.00% | 0.0% |
| Q2 2021 | $21,000 | +110.0% | 286 | +100.0% | 0.00% | 0.0% |
| Q1 2021 | $10,000 | +233.3% | 143 | +150.9% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | -88.9% | 57 | -88.6% | 0.00% | -83.3% |
| Q1 2020 | $27,000 | -37.2% | 502 | -23.6% | 0.01% | -14.3% |
| Q4 2019 | $43,000 | +34.4% | 657 | +30.9% | 0.01% | +16.7% |
| Q3 2019 | $32,000 | +3.2% | 502 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $31,000 | – | 502 | – | 0.01% | – |
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% |