ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 893 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $345,108 | -5.8% | 4,768 | -3.2% | 0.10% | -1.9% |
| Q2 2023 | $366,298 | -4.8% | 4,928 | -6.9% | 0.11% | -10.1% |
| Q1 2023 | $384,867 | -23.3% | 5,291 | -23.9% | 0.12% | -27.4% |
| Q4 2022 | $501,486 | +19.4% | 6,952 | +9.7% | 0.16% | +10.8% |
| Q3 2022 | $420,000 | -5.4% | 6,337 | 0.0% | 0.15% | +2.1% |
| Q2 2022 | $444,000 | +18.1% | 6,337 | +30.9% | 0.14% | +34.3% |
| Q1 2022 | $376,000 | -4.1% | 4,842 | 0.0% | 0.11% | +0.9% |
| Q4 2021 | $392,000 | +7.4% | 4,842 | -2.6% | 0.11% | +1.9% |
| Q3 2021 | $365,000 | -3.7% | 4,969 | 0.0% | 0.10% | -0.9% |
| Q2 2021 | $379,000 | +10.5% | 4,969 | -0.0% | 0.11% | -6.2% |
| Q1 2021 | $343,000 | +1.8% | 4,970 | +0.0% | 0.11% | +0.9% |
| Q4 2020 | $337,000 | +56.7% | 4,969 | +47.3% | 0.11% | +23.1% |
| Q3 2020 | $215,000 | +4.9% | 3,373 | 0.0% | 0.09% | -2.2% |
| Q2 2020 | $205,000 | -7.2% | 3,373 | 0.0% | 0.09% | -7.9% |
| Q4 2019 | $221,000 | – | 3,373 | – | 0.10% | – |
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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% |