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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $571,000 | -53.0% | 8,641 | -50.0% | 0.26% | -5.4% |
| Q2 2022 | $1,214,000 | +81.2% | 17,282 | +100.0% | 0.28% | +1.1% |
| Q1 2022 | $670,000 | -4.1% | 8,641 | 0.0% | 0.28% | -8.9% |
| Q4 2021 | $699,000 | +6.7% | 8,641 | -3.0% | 0.30% | +13.9% |
| Q3 2021 | $655,000 | -16.9% | 8,912 | -16.7% | 0.27% | -15.8% |
| Q2 2021 | $788,000 | +11.6% | 10,702 | +4.9% | 0.32% | +7.8% |
| Q1 2021 | $706,000 | -10.7% | 10,202 | -12.5% | 0.29% | -12.5% |
| Q4 2020 | $791,000 | +6.5% | 11,660 | 0.0% | 0.34% | +5.3% |
| Q3 2020 | $743,000 | -2.2% | 11,660 | -7.0% | 0.32% | -9.1% |
| Q2 2020 | $760,000 | -37.4% | 12,543 | -44.2% | 0.35% | -18.0% |
| Q1 2020 | $1,214,000 | +53.3% | 22,486 | +86.2% | 0.43% | +52.5% |
| Q4 2019 | $792,000 | – | 12,075 | – | 0.28% | – |
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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% |