ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 900 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $215,000 | -8.5% | 2,652 | -17.0% | 0.04% | -17.4% |
| Q3 2021 | $235,000 | -10.3% | 3,195 | -10.2% | 0.05% | -11.5% |
| Q2 2021 | $262,000 | -33.3% | 3,557 | -37.4% | 0.05% | -38.8% |
| Q1 2021 | $393,000 | -18.5% | 5,681 | -20.0% | 0.08% | -25.4% |
| Q4 2020 | $482,000 | -11.7% | 7,097 | -17.1% | 0.11% | -20.3% |
| Q3 2020 | $546,000 | +2.8% | 8,566 | -2.2% | 0.14% | -7.1% |
| Q2 2020 | $531,000 | -25.2% | 8,761 | -33.4% | 0.15% | -36.4% |
| Q1 2020 | $710,000 | -88.0% | 13,151 | -85.4% | 0.24% | -85.2% |
| Q4 2019 | $5,899,000 | – | 89,921 | – | 1.63% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Advisors, LLC | 1,092,633 | $91,737,429 | 18.76% |
| GRAYHAWK INVESTMENT STRATEGIES INC. | 42,164 | $3,540,089 | 16.12% |
| Cassia Capital Partners, LLC | 238,264 | $20,004,682 | 13.19% |
| Sovereign Investment Advisors, LLC | 323,837 | $25,269,037 | 9.42% |
| Lowe Wealth Advisors, LLC | 231,723 | $19,455,503 | 8.86% |
| Teilinger Capital Ltd. | 241,000 | $20,234,360 | 8.82% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 201,331 | $17,117,162 | 8.66% |
| Halpern Financial, Inc. | 374,389 | $31,433,719 | 8.64% |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 72,630 | $6,098,025 | 8.30% |
| Adaptive Financial Consulting, LLC | 226,332 | $19,002,822 | 8.24% |