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 | ||||
---|---|---|---|---|---|---|
Q2 2022 | $889,000 | -10.1% | 12,660 | -0.7% | 0.37% | +10.8% |
Q1 2022 | $989,000 | -9.8% | 12,747 | -5.9% | 0.33% | -1.5% |
Q4 2021 | $1,096,000 | +10.0% | 13,552 | 0.0% | 0.34% | +0.6% |
Q3 2021 | $996,000 | -82.3% | 13,552 | -81.8% | 0.34% | -80.2% |
Q2 2021 | $5,612,000 | -30.9% | 74,592 | -36.4% | 1.70% | -37.7% |
Q1 2021 | $8,119,000 | -99.9% | 117,347 | -11.2% | 2.72% | -18.2% |
Q4 2020 | $8,975,093,000 | +104443.9% | 132,220 | -1.8% | 3.33% | -13.1% |
Q3 2020 | $8,585,000 | +5.1% | 134,710 | 0.0% | 3.83% | -9.7% |
Q2 2020 | $8,167,000 | +12.3% | 134,710 | 0.0% | 4.24% | -3.9% |
Q1 2020 | $7,275,000 | -18.3% | 134,710 | -0.7% | 4.42% | -5.4% |
Q4 2019 | $8,903,000 | +1.0% | 135,714 | -1.3% | 4.67% | -8.5% |
Q3 2019 | $8,817,000 | +4.7% | 137,549 | +0.8% | 5.10% | +7.9% |
Q2 2019 | $8,419,000 | +7.2% | 136,392 | +2.1% | 4.73% | +0.8% |
Q1 2019 | $7,855,000 | +13.1% | 133,589 | +0.8% | 4.69% | +7.0% |
Q4 2018 | $6,945,000 | – | 132,534 | – | 4.38% | – |
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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% |