ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 916 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $326,723 | -3.7% | 4,514 | -1.1% | 0.01% | +12.5% |
| Q2 2023 | $339,168 | +34.0% | 4,563 | +31.1% | 0.01% | +14.3% |
| Q1 2023 | $253,150 | +236.6% | 3,480 | +233.7% | 0.01% | +250.0% |
| Q4 2022 | $75,200 | -1.1% | 1,043 | -9.4% | 0.00% | 0.0% |
| Q3 2022 | $76,000 | +18.8% | 1,151 | +25.4% | 0.00% | 0.0% |
| Q2 2022 | $64,000 | -9.9% | 918 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $71,000 | -22.8% | 918 | -19.5% | 0.00% | -33.3% |
| Q4 2021 | $92,000 | +19.5% | 1,141 | +9.3% | 0.00% | +50.0% |
| Q2 2021 | $77,000 | -96.2% | 1,044 | -96.4% | 0.00% | -97.2% |
| Q1 2021 | $2,004,000 | +1.3% | 28,959 | -0.6% | 0.07% | -20.9% |
| Q4 2020 | $1,978,000 | +7.4% | 29,142 | +0.8% | 0.09% | -7.1% |
| Q3 2020 | $1,842,000 | +5.1% | 28,906 | 0.0% | 0.10% | -10.9% |
| Q2 2020 | $1,752,000 | +12.2% | 28,906 | -0.1% | 0.11% | -18.5% |
| Q1 2020 | $1,562,000 | -58.4% | 28,936 | -49.4% | 0.14% | -49.2% |
| Q4 2019 | $3,754,000 | +2.5% | 57,223 | +0.1% | 0.27% | +29.8% |
| Q3 2019 | $3,664,000 | +103.6% | 57,168 | +96.0% | 0.20% | -19.0% |
| Q2 2019 | $1,800,000 | +6.9% | 29,168 | +1.8% | 0.25% | -12.2% |
| Q1 2019 | $1,684,000 | – | 28,653 | – | 0.29% | – |
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% |