ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 693 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 2.04 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,585 | -2.6% | 271 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $20,112 | +2.2% | 271 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $19,682 | -1.3% | 271 | -2.2% | 0.00% | 0.0% |
| Q4 2022 | $19,941 | -23.3% | 277 | -29.7% | 0.00% | -40.0% |
| Q3 2022 | $26,000 | +62.5% | 394 | +76.7% | 0.01% | +25.0% |
| Q2 2022 | $16,000 | -11.1% | 223 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $18,000 | -80.6% | 223 | -85.1% | 0.00% | -86.7% |
| Q2 2019 | $93,000 | +5.7% | 1,500 | 0.0% | 0.03% | +7.1% |
| Q1 2019 | $88,000 | +11.4% | 1,500 | 0.0% | 0.03% | +12.0% |
| Q4 2018 | $79,000 | -8.1% | 1,500 | 0.0% | 0.02% | -65.8% |
| Q3 2018 | $86,000 | +7.5% | 1,500 | 0.0% | 0.07% | -1.4% |
| Q2 2018 | $80,000 | +2.6% | 1,500 | 0.0% | 0.07% | -2.6% |
| Q1 2018 | $78,000 | -1.3% | 1,500 | 0.0% | 0.08% | -1.3% |
| Q4 2017 | $79,000 | – | 1,500 | – | 0.08% | – |
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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% |