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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,303,048 | -20.7% | 59,083 | -19.2% | 1.11% | -17.8% |
| Q2 2023 | $5,427,517 | +1.7% | 73,098 | +0.9% | 1.35% | -3.9% |
| Q1 2023 | $5,339,310 | +8.7% | 72,476 | +7.3% | 1.40% | +5.7% |
| Q4 2022 | $4,911,840 | +37.6% | 67,563 | +30.4% | 1.33% | +20.9% |
| Q3 2022 | $3,570,000 | -5.6% | 51,827 | +0.8% | 1.10% | +0.2% |
| Q2 2022 | $3,781,000 | +15.9% | 51,397 | +18.4% | 1.10% | +26.4% |
| Q1 2022 | $3,261,000 | -16.0% | 43,420 | -12.1% | 0.87% | -14.9% |
| Q4 2021 | $3,881,000 | +148.6% | 49,403 | +139.6% | 1.02% | +137.3% |
| Q3 2021 | $1,561,000 | -16.4% | 20,615 | -16.7% | 0.43% | -19.8% |
| Q2 2021 | $1,867,000 | -25.3% | 24,740 | -30.2% | 0.54% | -34.3% |
| Q1 2021 | $2,501,000 | +8.3% | 35,459 | +4.1% | 0.81% | +3.6% |
| Q4 2020 | $2,309,000 | -55.6% | 34,052 | -59.0% | 0.79% | -62.3% |
| Q3 2020 | $5,198,000 | +3.7% | 83,098 | +6.5% | 2.09% | +3.3% |
| Q2 2020 | $5,013,000 | +16.0% | 78,013 | +5.4% | 2.02% | -6.4% |
| Q1 2020 | $4,320,000 | -23.2% | 73,983 | -12.6% | 2.16% | -13.7% |
| Q4 2019 | $5,624,000 | +11.3% | 84,695 | +7.8% | 2.50% | +1.4% |
| Q3 2019 | $5,054,000 | – | 78,581 | – | 2.47% | – |
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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% |