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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,107,000 | -5.1% | 18,262 | -15.4% | 0.50% | -8.6% |
| Q1 2020 | $1,166,000 | -21.6% | 21,593 | -4.8% | 0.55% | +2.2% |
| Q4 2019 | $1,488,000 | +21.7% | 22,689 | +17.0% | 0.54% | +10.7% |
| Q3 2019 | $1,223,000 | +34.1% | 19,385 | +1.4% | 0.48% | -11.5% |
| Q1 2017 | $912,000 | +48.5% | 19,120 | +40.9% | 0.55% | +33.7% |
| Q4 2016 | $614,000 | -2.7% | 13,573 | -2.3% | 0.41% | -13.0% |
| Q3 2016 | $631,000 | +27.5% | 13,899 | +29.8% | 0.47% | +16.9% |
| Q2 2016 | $495,000 | +80.7% | 10,704 | +71.4% | 0.40% | +91.0% |
| Q1 2016 | $274,000 | – | 6,246 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Advisors, LLC | 959,675 | $77,638,000 | 23.66% |
| Wealth Advisors of Iowa, LLC | 476,499 | $38,549,000 | 21.08% |
| Halpern Financial, Inc. | 604,591 | $48,911,382 | 20.93% |
| Personal Wealth Partners | 560,612 | $45,354,000 | 18.72% |
| Cassia Capital Partners, LLC | 324,120 | $26,221,000 | 17.61% |
| Legacy Financial Advisors, Inc. | 903,009 | $73,053,000 | 16.76% |
| Tillar-Wenstrup Advisors, LLC | 404,653 | $32,736,000 | 15.42% |
| Syverson Strege & Co | 228,693 | $18,501,000 | 13.71% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 242,184 | $19,593,000 | 13.71% |
| AGILIS PARTNERS LLC | 320,613 | $25,938,000 | 12.98% |