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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,821,639 | -1.4% | 52,538 | -2.2% | 0.81% | -7.4% |
| Q4 2022 | $3,875,063 | +4.1% | 53,746 | -4.5% | 0.88% | -5.7% |
| Q3 2022 | $3,721,000 | -3.8% | 56,295 | +2.2% | 0.93% | -0.6% |
| Q2 2022 | $3,866,000 | -6.4% | 55,066 | +3.4% | 0.94% | +8.2% |
| Q1 2022 | $4,130,000 | +1.0% | 53,242 | +5.4% | 0.86% | +5.2% |
| Q4 2021 | $4,088,000 | +10.5% | 50,526 | +0.4% | 0.82% | +1.6% |
| Q3 2021 | $3,699,000 | +2.0% | 50,326 | +2.1% | 0.81% | -1.3% |
| Q2 2021 | $3,628,000 | +7.5% | 49,286 | +1.0% | 0.82% | -2.6% |
| Q1 2021 | $3,376,000 | +12.7% | 48,797 | +10.6% | 0.84% | +2.1% |
| Q4 2020 | $2,996,000 | +7.5% | 44,137 | +0.9% | 0.82% | -5.2% |
| Q3 2020 | $2,787,000 | +976.1% | 43,732 | +924.9% | 0.87% | +887.5% |
| Q2 2020 | $259,000 | -0.4% | 4,267 | -11.3% | 0.09% | -12.9% |
| Q1 2020 | $260,000 | -12.8% | 4,812 | +6.1% | 0.10% | +3.1% |
| Q4 2019 | $298,000 | +4.6% | 4,537 | +2.1% | 0.10% | -5.8% |
| Q3 2019 | $285,000 | +25.0% | 4,444 | +20.4% | 0.10% | +16.9% |
| Q2 2019 | $228,000 | – | 3,690 | – | 0.09% | – |
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% |