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 | $904,750 | -2.6% | 12,500 | 0.0% | 0.55% | -7.9% |
Q2 2023 | $929,125 | +2.2% | 12,500 | 0.0% | 0.59% | -11.9% |
Q1 2023 | $909,250 | +0.9% | 12,500 | 0.0% | 0.67% | -16.4% |
Q4 2022 | $901,069 | +25.5% | 12,500 | +15.2% | 0.81% | +28.8% |
Q3 2022 | $718,000 | -5.8% | 10,855 | 0.0% | 0.63% | +0.2% |
Q2 2022 | $762,000 | -7.4% | 10,855 | +2.4% | 0.62% | +22.1% |
Q1 2022 | $823,000 | -88.2% | 10,604 | -87.7% | 0.51% | -85.9% |
Q4 2021 | $6,980,000 | +13.3% | 86,285 | +3.0% | 3.64% | -5.9% |
Q3 2021 | $6,159,000 | +9.8% | 83,795 | +10.0% | 3.87% | +7.5% |
Q2 2021 | $5,608,000 | +12.2% | 76,190 | +5.4% | 3.60% | -4.6% |
Q1 2021 | $4,999,000 | +4.8% | 72,253 | +2.8% | 3.78% | +0.2% |
Q4 2020 | $4,771,000 | +15.2% | 70,284 | +8.2% | 3.77% | -4.7% |
Q3 2020 | $4,141,000 | +22.3% | 64,976 | +16.3% | 3.95% | +15.0% |
Q2 2020 | $3,387,000 | +25.5% | 55,858 | +11.8% | 3.44% | -5.2% |
Q1 2020 | $2,698,000 | -23.1% | 49,960 | -6.6% | 3.62% | -8.3% |
Q4 2019 | $3,510,000 | +13.2% | 53,502 | +10.6% | 3.95% | +0.9% |
Q3 2019 | $3,100,000 | +22.7% | 48,360 | +18.1% | 3.92% | +29.4% |
Q2 2019 | $2,527,000 | +29.7% | 40,940 | +23.5% | 3.03% | +17.7% |
Q1 2019 | $1,949,000 | +72.2% | 33,152 | +53.5% | 2.57% | +33.2% |
Q4 2018 | $1,132,000 | – | 21,604 | – | 1.93% | – |
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% |