ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 611 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.11 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $7,849,773 | +20.8% | 107,915 | +19.7% | 3.90% | +31.9% |
| Q4 2022 | $6,499,832 | +6.6% | 90,150 | -2.2% | 2.95% | -8.0% |
| Q3 2022 | $6,095,000 | -8.6% | 92,208 | -2.9% | 3.21% | +9.1% |
| Q2 2022 | $6,665,000 | -11.5% | 94,934 | -2.2% | 2.94% | +23.8% |
| Q1 2022 | $7,531,000 | -5.6% | 97,087 | -1.6% | 2.38% | -32.7% |
| Q4 2021 | $7,978,000 | +5.6% | 98,620 | -4.1% | 3.53% | -2.2% |
| Q3 2021 | $7,557,000 | -2.9% | 102,814 | -2.8% | 3.61% | +0.4% |
| Q2 2021 | $7,786,000 | +5.4% | 105,770 | -0.9% | 3.59% | -3.6% |
| Q1 2021 | $7,384,000 | -2.7% | 106,718 | -4.5% | 3.73% | -8.3% |
| Q4 2020 | $7,588,000 | +3.6% | 111,793 | -2.8% | 4.06% | -16.7% |
| Q3 2020 | $7,326,000 | -21.9% | 114,959 | -25.7% | 4.88% | -14.5% |
| Q2 2020 | $9,375,000 | -8.4% | 154,626 | -18.4% | 5.70% | -22.3% |
| Q1 2020 | $10,232,000 | -12.0% | 189,450 | +6.9% | 7.34% | +52.0% |
| Q4 2019 | $11,622,000 | +3.1% | 177,166 | +0.7% | 4.83% | -3.0% |
| Q3 2019 | $11,276,000 | +6.3% | 175,912 | +2.3% | 4.98% | +3.4% |
| Q2 2019 | $10,610,000 | +5.7% | 171,882 | +0.7% | 4.82% | +5.4% |
| Q1 2019 | $10,034,000 | +10.6% | 170,644 | -1.4% | 4.57% | +8.1% |
| Q4 2018 | $9,069,000 | +5.2% | 173,063 | +14.5% | 4.23% | +30.6% |
| Q3 2018 | $8,620,000 | +14.4% | 151,121 | +6.6% | 3.24% | +2.8% |
| Q2 2018 | $7,533,000 | -1.7% | 141,711 | -4.0% | 3.15% | -4.5% |
| Q1 2018 | $7,663,000 | +0.1% | 147,573 | +1.7% | 3.30% | +6.4% |
| Q4 2017 | $7,659,000 | +4.9% | 145,110 | +0.1% | 3.10% | -0.6% |
| Q3 2017 | $7,298,000 | -1.5% | 144,972 | -4.3% | 3.12% | -2.3% |
| Q2 2017 | $7,411,000 | +5.5% | 151,468 | +2.9% | 3.19% | -5.3% |
| Q1 2017 | $7,023,000 | +0.6% | 147,176 | -4.6% | 3.37% | -7.9% |
| Q4 2016 | $6,979,000 | – | 154,341 | – | 3.66% | – |
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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% |