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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $346 | -99.9% | 4,794 | -5.4% | 0.03% | -5.6% |
| Q3 2022 | $335,000 | +19.6% | 5,067 | +27.1% | 0.04% | +24.1% |
| Q2 2022 | $280,000 | -40.2% | 3,986 | -34.0% | 0.03% | -25.6% |
| Q1 2022 | $468,000 | -3.9% | 6,038 | +0.3% | 0.04% | +2.6% |
| Q4 2021 | $487,000 | +119.4% | 6,017 | +99.5% | 0.04% | -7.3% |
| Q3 2021 | $222,000 | -39.8% | 3,016 | -39.8% | 0.04% | -14.6% |
| Q2 2021 | $369,000 | -27.5% | 5,009 | -31.9% | 0.05% | -37.7% |
| Q1 2021 | $509,000 | +4.3% | 7,355 | +2.4% | 0.08% | +6.9% |
| Q4 2020 | $488,000 | -14.5% | 7,180 | -19.8% | 0.07% | -23.4% |
| Q3 2020 | $571,000 | -91.1% | 8,953 | -91.5% | 0.09% | -92.0% |
| Q2 2020 | $6,397,000 | -15.6% | 105,514 | -24.8% | 1.17% | -32.7% |
| Q1 2020 | $7,576,000 | +69.9% | 140,260 | +106.4% | 1.74% | +132.9% |
| Q4 2019 | $4,458,000 | – | 67,970 | – | 0.75% | – |
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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% |