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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $368,000 | -1.1% | 5,001 | 0.0% | 0.19% | +0.5% |
| Q2 2021 | $372,000 | -25.2% | 5,001 | -29.9% | 0.19% | -27.3% |
| Q1 2021 | $497,000 | -88.8% | 7,134 | -89.1% | 0.26% | -90.3% |
| Q4 2020 | $4,448,000 | -9.2% | 65,527 | -14.8% | 2.65% | -22.5% |
| Q3 2020 | $4,899,000 | +2.2% | 76,867 | -2.8% | 3.42% | -2.8% |
| Q2 2020 | $4,795,000 | -68.0% | 79,083 | -71.5% | 3.52% | -67.0% |
| Q1 2020 | $14,982,000 | -26.7% | 277,387 | -11.0% | 10.66% | -13.2% |
| Q4 2019 | $20,438,000 | +435.4% | 311,560 | +423.2% | 12.28% | +326.1% |
| Q3 2019 | $3,817,000 | – | 59,551 | – | 2.88% | – |
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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% |