ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 760 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.92 and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,836,402 | -21.9% | 38,980 | -20.2% | 0.43% | -21.9% |
| Q2 2023 | $3,632,528 | +21.5% | 48,870 | +18.9% | 0.55% | +13.5% |
| Q1 2023 | $2,990,553 | +32.3% | 41,113 | +31.2% | 0.48% | +11.3% |
| Q4 2022 | $2,260,159 | +22.7% | 31,348 | +12.5% | 0.43% | +18.6% |
| Q3 2022 | $1,842,000 | +21.6% | 27,864 | +29.1% | 0.36% | +21.7% |
| Q2 2022 | $1,515,000 | -7.6% | 21,579 | +2.2% | 0.30% | +14.1% |
| Q1 2022 | $1,639,000 | -6.0% | 21,123 | -2.0% | 0.26% | -9.3% |
| Q4 2021 | $1,744,000 | +367.6% | 21,553 | +324.3% | 0.29% | +190.0% |
| Q3 2021 | $373,000 | -90.5% | 5,080 | -90.5% | 0.10% | -83.8% |
| Q2 2021 | $3,946,000 | +7.1% | 53,606 | -18.7% | 0.62% | -6.6% |
| Q1 2021 | $3,686,000 | -52.1% | 65,948 | -41.8% | 0.66% | -53.4% |
| Q4 2020 | $7,695,000 | +328.0% | 113,362 | +301.9% | 1.42% | +125.4% |
| Q3 2020 | $1,798,000 | -44.7% | 28,205 | -47.4% | 0.63% | -57.9% |
| Q2 2020 | $3,251,000 | +6.0% | 53,625 | -5.6% | 1.50% | -20.3% |
| Q1 2020 | $3,067,000 | -22.3% | 56,787 | -5.6% | 1.88% | -2.5% |
| Q4 2019 | $3,947,000 | +7.9% | 60,168 | +5.5% | 1.92% | -0.7% |
| Q3 2019 | $3,657,000 | +258.5% | 57,058 | +245.4% | 1.94% | +227.9% |
| Q2 2019 | $1,020,000 | +36.5% | 16,519 | +30.1% | 0.59% | +41.4% |
| Q1 2019 | $747,000 | +433.6% | 12,697 | +375.5% | 0.42% | +340.0% |
| Q4 2018 | $140,000 | +94.4% | 2,670 | +113.8% | 0.10% | +131.7% |
| Q3 2018 | $72,000 | -20.9% | 1,249 | -26.7% | 0.04% | -25.5% |
| Q2 2018 | $91,000 | -28.3% | 1,704 | -30.2% | 0.06% | -31.2% |
| Q1 2018 | $127,000 | -4.5% | 2,441 | -3.3% | 0.08% | -1.2% |
| Q4 2017 | $133,000 | – | 2,525 | – | 0.08% | – |
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% |