ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 873 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 6.31 and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $216,016 | -81.0% | 2,906 | -81.4% | 0.06% | -82.2% |
| Q1 2023 | $1,135,975 | -2.3% | 15,617 | -3.2% | 0.33% | -12.2% |
| Q4 2022 | $1,163,226 | -19.3% | 16,134 | -26.0% | 0.38% | -27.6% |
| Q3 2022 | $1,441,000 | +14.5% | 21,798 | +21.6% | 0.52% | +11.3% |
| Q2 2022 | $1,259,000 | -9.0% | 17,926 | +0.5% | 0.47% | +4.0% |
| Q1 2022 | $1,383,000 | -20.1% | 17,832 | -16.6% | 0.45% | -18.0% |
| Q4 2021 | $1,730,000 | +11.5% | 21,381 | +1.3% | 0.55% | +3.2% |
| Q3 2021 | $1,551,000 | +39.7% | 21,101 | +40.0% | 0.53% | +31.0% |
| Q2 2021 | $1,110,000 | +9.6% | 15,073 | +3.0% | 0.41% | -6.2% |
| Q1 2021 | $1,013,000 | +16.0% | 14,637 | +13.8% | 0.43% | +6.9% |
| Q4 2020 | $873,000 | +17.0% | 12,859 | +9.9% | 0.40% | +2.5% |
| Q3 2020 | $746,000 | +30.9% | 11,698 | +24.4% | 0.40% | +18.6% |
| Q2 2020 | $570,000 | +77.0% | 9,401 | +57.9% | 0.33% | +16.8% |
| Q1 2020 | $322,000 | -43.6% | 5,955 | -31.6% | 0.28% | -57.8% |
| Q4 2019 | $571,000 | +2.3% | 8,709 | -1.6% | 0.68% | -13.8% |
| Q3 2019 | $558,000 | 0.0% | 8,853 | 0.0% | 0.78% | 0.0% |
| Q2 2019 | $558,000 | – | 8,853 | – | 0.78% | – |
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% |