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 | $515,167 | -2.6% | 7,118 | 0.0% | 0.08% | -3.8% |
| Q2 2023 | $529,046 | +1.6% | 7,118 | -0.6% | 0.08% | -3.7% |
| Q1 2023 | $520,639 | +0.9% | 7,158 | 0.0% | 0.08% | -5.8% |
| Q4 2022 | $516,058 | +9.1% | 7,158 | 0.0% | 0.09% | -6.5% |
| Q3 2022 | $473,000 | -6.0% | 7,158 | 0.0% | 0.09% | -9.8% |
| Q2 2022 | $503,000 | -9.4% | 7,158 | 0.0% | 0.10% | +14.6% |
| Q1 2022 | $555,000 | -4.1% | 7,158 | 0.0% | 0.09% | -3.3% |
| Q4 2021 | $579,000 | +10.1% | 7,158 | 0.0% | 0.09% | +2.2% |
| Q3 2021 | $526,000 | -0.2% | 7,158 | 0.0% | 0.09% | +12.5% |
| Q2 2021 | $527,000 | +126.2% | 7,158 | +96.2% | 0.08% | +27.0% |
| Q3 2020 | $233,000 | -43.6% | 3,649 | -46.4% | 0.06% | -48.8% |
| Q2 2020 | $413,000 | -21.9% | 6,806 | -30.5% | 0.12% | -41.4% |
| Q1 2020 | $529,000 | -18.1% | 9,786 | -0.6% | 0.21% | +8.8% |
| Q4 2019 | $646,000 | +2.4% | 9,847 | 0.0% | 0.19% | -2.5% |
| Q3 2019 | $631,000 | +3.8% | 9,847 | 0.0% | 0.20% | +7.6% |
| Q2 2019 | $608,000 | – | 9,847 | – | 0.18% | – |
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% |