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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,009,753 | -4.5% | 245,833 | -3.1% | 1.23% | -6.2% |
| Q2 2023 | $18,853,041 | -2.1% | 253,640 | -4.2% | 1.32% | -8.0% |
| Q1 2023 | $19,249,296 | -5.0% | 264,632 | -5.9% | 1.43% | -11.4% |
| Q4 2022 | $20,254,642 | +3.7% | 281,233 | -4.8% | 1.62% | -36.4% |
| Q3 2022 | $19,536,000 | -4.2% | 295,546 | +1.7% | 2.54% | +13.1% |
| Q2 2022 | $20,401,000 | -10.5% | 290,573 | -1.1% | 2.25% | -7.3% |
| Q1 2022 | $22,791,000 | -1.4% | 293,808 | +2.8% | 2.42% | -1.2% |
| Q4 2021 | $23,124,000 | +5.6% | 285,832 | -4.0% | 2.45% | +0.7% |
| Q3 2021 | $21,889,000 | +2.9% | 297,808 | +3.0% | 2.44% | +4.4% |
| Q2 2021 | $21,282,000 | -25.1% | 289,124 | -29.6% | 2.34% | -44.9% |
| Q1 2021 | $28,413,000 | +32.7% | 410,652 | +30.2% | 4.24% | +11.3% |
| Q4 2020 | $21,409,000 | +8.7% | 315,397 | +2.1% | 3.81% | -7.7% |
| Q3 2020 | $19,691,000 | +9.3% | 308,988 | +9.2% | 4.12% | +6.6% |
| Q2 2020 | $18,021,000 | +19.4% | 283,044 | +7.5% | 3.87% | -3.4% |
| Q1 2020 | $15,098,000 | +89.9% | 263,221 | +128.2% | 4.01% | +114.5% |
| Q4 2019 | $7,949,000 | +6.9% | 115,357 | -0.5% | 1.87% | -62.3% |
| Q3 2019 | $7,435,000 | +19.8% | 115,986 | +15.4% | 4.95% | +3.5% |
| Q2 2019 | $6,206,000 | – | 100,542 | – | 4.78% | – |
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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% |