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 2022 | $2,850,000 | +161.5% | 25,345 | +87.7% | 1.06% | +167.0% |
| Q4 2021 | $1,090,000 | +10.1% | 13,500 | 0.0% | 0.40% | +3.4% |
| Q3 2021 | $990,000 | -33.6% | 13,500 | -33.3% | 0.38% | -30.3% |
| Q2 2021 | $1,490,000 | +6.4% | 20,235 | 0.0% | 0.55% | -3.7% |
| Q1 2021 | $1,400,000 | +1.9% | 20,235 | 0.0% | 0.57% | -19.2% |
| Q4 2020 | $1,374,000 | -17.9% | 20,235 | -22.9% | 0.71% | -45.1% |
| Q3 2020 | $1,673,000 | +5.2% | 26,235 | 0.0% | 1.29% | +2.0% |
| Q2 2020 | $1,590,000 | +12.2% | 26,235 | 0.0% | 1.26% | -1.3% |
| Q1 2020 | $1,417,000 | -17.7% | 26,235 | 0.0% | 1.28% | -5.0% |
| Q4 2019 | $1,722,000 | +2.4% | 26,235 | 0.0% | 1.35% | -1.2% |
| Q3 2019 | $1,681,000 | -5.2% | 26,235 | -8.7% | 1.37% | -14.7% |
| Q2 2019 | $1,774,000 | +29.9% | 28,735 | +23.7% | 1.60% | +25.1% |
| Q1 2019 | $1,366,000 | +104.8% | 23,235 | +82.4% | 1.28% | +81.4% |
| Q4 2018 | $667,000 | -8.1% | 12,735 | 0.0% | 0.71% | +1.7% |
| Q3 2018 | $726,000 | +9.8% | 12,735 | 0.0% | 0.69% | -2.7% |
| Q1 2018 | $661,000 | -1.6% | 12,735 | 0.0% | 0.71% | -10.2% |
| Q4 2017 | $672,000 | – | 12,735 | – | 0.79% | – |
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% |