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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2020 | $90,000 | -48.6% | 1,330 | -51.8% | 0.02% | -56.0% |
| Q3 2020 | $175,000 | +5.4% | 2,760 | +0.3% | 0.05% | +13.6% |
| Q2 2020 | $166,000 | +69.4% | 2,753 | +50.6% | 0.04% | +37.5% |
| Q1 2020 | $98,000 | -17.6% | 1,828 | +0.4% | 0.03% | -5.9% |
| Q4 2019 | $119,000 | +357.7% | 1,820 | +341.7% | 0.03% | +325.0% |
| Q3 2019 | $26,000 | -91.6% | 412 | -91.8% | 0.01% | -91.9% |
| Q2 2019 | $311,000 | -29.0% | 5,045 | -32.3% | 0.10% | -32.7% |
| Q1 2019 | $438,000 | +12.9% | 7,450 | +0.5% | 0.15% | -3.3% |
| Q4 2018 | $388,000 | -63.9% | 7,415 | -60.6% | 0.15% | -66.4% |
| Q3 2018 | $1,075,000 | -17.8% | 18,839 | -23.4% | 0.45% | -0.4% |
| Q2 2018 | $1,308,000 | -59.6% | 24,597 | -60.5% | 0.46% | -63.1% |
| Q1 2018 | $3,237,000 | -71.0% | 62,330 | -70.5% | 1.23% | -66.5% |
| Q4 2017 | $11,143,000 | – | 211,109 | – | 3.69% | – |
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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% |