ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 462 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 3.08 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $3,695,000 | -79.1% | 60,947 | -81.3% | 0.23% | -79.3% |
| Q1 2020 | $17,667,000 | -54.4% | 326,565 | -44.6% | 1.12% | -42.3% |
| Q4 2019 | $38,701,000 | -32.1% | 589,961 | -33.7% | 1.94% | -32.7% |
| Q3 2019 | $57,011,000 | -9.4% | 889,410 | -12.8% | 2.88% | -4.8% |
| Q2 2019 | $62,936,000 | -7.7% | 1,019,538 | -12.1% | 3.03% | -7.0% |
| Q1 2019 | $68,192,000 | +10.6% | 1,159,732 | -1.5% | 3.26% | -2.5% |
| Q4 2018 | $61,672,000 | -12.6% | 1,176,871 | -4.9% | 3.34% | +31.7% |
| Q3 2018 | $70,594,000 | -5.0% | 1,237,194 | -11.4% | 2.54% | +0.6% |
| Q2 2018 | $74,290,000 | +11.6% | 1,397,042 | +9.0% | 2.52% | +8.1% |
| Q1 2018 | $66,583,000 | +107.4% | 1,282,164 | +110.8% | 2.33% | +112.2% |
| Q4 2017 | $32,106,000 | +6.1% | 608,292 | +1.2% | 1.10% | +1.5% |
| Q3 2017 | $30,263,000 | -30.8% | 601,172 | -32.7% | 1.08% | -48.7% |
| Q2 2017 | $43,739,000 | +2.6% | 893,915 | +0.1% | 2.11% | -1.4% |
| Q1 2017 | $42,631,000 | – | 893,364 | – | 2.14% | – |
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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% |