ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 452 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.90 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,590,000 | +10.3% | 26,229 | -1.7% | 0.66% | -9.3% |
| Q1 2020 | $1,441,000 | -18.5% | 26,696 | -1.0% | 0.73% | +1.0% |
| Q4 2019 | $1,769,000 | +7.9% | 26,975 | +5.5% | 0.72% | +0.8% |
| Q3 2019 | $1,639,000 | +13.0% | 25,562 | +8.8% | 0.72% | +11.3% |
| Q2 2019 | $1,451,000 | +133.3% | 23,503 | +122.4% | 0.65% | +126.7% |
| Q1 2019 | $622,000 | +71.3% | 10,570 | +52.6% | 0.28% | +50.0% |
| Q4 2018 | $363,000 | +65.0% | 6,925 | +63.0% | 0.19% | +69.6% |
| Q1 2018 | $220,000 | -3.5% | 4,249 | -0.3% | 0.11% | -44.6% |
| Q4 2017 | $228,000 | -62.1% | 4,263 | -64.1% | 0.20% | -65.6% |
| Q3 2017 | $602,000 | +1.5% | 11,882 | -2.4% | 0.59% | +8.5% |
| Q2 2017 | $593,000 | +2.6% | 12,176 | +0.5% | 0.54% | +0.7% |
| Q1 2017 | $578,000 | – | 12,119 | – | 0.54% | – |
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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% |