ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 893 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $216,000 | -94.3% | 3,021 | -93.7% | 0.06% | -92.2% |
| Q1 2022 | $3,761,000 | +104.4% | 47,976 | +66.2% | 0.84% | +28.5% |
| Q3 2020 | $1,840,000 | +13.3% | 28,875 | +9.2% | 0.65% | +1.1% |
| Q2 2020 | $1,624,000 | -17.9% | 26,441 | -23.0% | 0.64% | -36.8% |
| Q1 2020 | $1,978,000 | +572.8% | 34,336 | +640.0% | 1.02% | +653.3% |
| Q3 2019 | $294,000 | +3.5% | 4,640 | +0.8% | 0.14% | +6.3% |
| Q2 2019 | $284,000 | +12.7% | 4,605 | +7.3% | 0.13% | +7.6% |
| Q1 2019 | $252,000 | – | 4,291 | – | 0.12% | – |
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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% |