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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $247,898 | +0.9% | 3,408 | 0.0% | 0.04% | -4.3% |
| Q4 2022 | $245,717 | -11.0% | 3,408 | 0.0% | 0.05% | +2.2% |
| Q4 2021 | $276,000 | +20.0% | 3,408 | +8.8% | 0.04% | +9.8% |
| Q3 2021 | $230,000 | -0.4% | 3,132 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $231,000 | +6.5% | 3,132 | 0.0% | 0.04% | -2.4% |
| Q1 2021 | $217,000 | -92.0% | 3,132 | -92.1% | 0.04% | -92.6% |
| Q4 2020 | $2,703,000 | +0.2% | 39,816 | -5.9% | 0.56% | -16.4% |
| Q3 2020 | $2,697,000 | +13.5% | 42,316 | +8.0% | 0.68% | -19.9% |
| Q2 2020 | $2,376,000 | +12.3% | 39,184 | 0.0% | 0.84% | -12.7% |
| Q1 2020 | $2,116,000 | -17.7% | 39,184 | 0.0% | 0.97% | +0.9% |
| Q4 2019 | $2,570,000 | +45.1% | 39,184 | +41.9% | 0.96% | +35.5% |
| Q3 2019 | $1,771,000 | +12.9% | 27,623 | +8.7% | 0.71% | +14.6% |
| Q2 2019 | $1,569,000 | +107.0% | 25,422 | +97.3% | 0.62% | +121.9% |
| Q1 2019 | $758,000 | – | 12,885 | – | 0.28% | – |
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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% |