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 | $767,839 | -3.7% | 10,608 | -1.1% | 0.25% | -1.6% |
| Q2 2023 | $797,446 | -2.8% | 10,728 | -4.9% | 0.26% | -4.1% |
| Q1 2023 | $820,186 | +0.3% | 11,276 | -0.6% | 0.27% | -6.0% |
| Q4 2022 | $817,543 | -12.7% | 11,339 | -20.0% | 0.28% | -22.6% |
| Q3 2022 | $937,000 | -10.1% | 14,168 | -4.5% | 0.37% | -8.5% |
| Q2 2022 | $1,042,000 | -12.9% | 14,839 | -3.9% | 0.40% | -1.0% |
| Q1 2022 | $1,197,000 | -26.8% | 15,436 | -23.7% | 0.40% | -25.8% |
| Q4 2021 | $1,636,000 | -28.8% | 20,227 | -35.3% | 0.55% | -37.5% |
| Q3 2021 | $2,297,000 | +57325.0% | 31,247 | -42.5% | 0.87% | -54.0% |
| Q2 2021 | $4,000 | -100.0% | 54,375 | -68.5% | 1.90% | -37.3% |
| Q1 2021 | $11,929,000 | -74.0% | 172,411 | -74.5% | 3.02% | -72.7% |
| Q4 2020 | $45,828,000 | +129.7% | 675,135 | +115.7% | 11.06% | -5.8% |
| Q3 2020 | $19,952,000 | -0.2% | 313,064 | -5.0% | 11.74% | -9.9% |
| Q2 2020 | $19,990,000 | +28.3% | 329,700 | +14.3% | 13.03% | +11.3% |
| Q1 2020 | $15,578,000 | -16.3% | 288,423 | +1.7% | 11.70% | -0.6% |
| Q4 2019 | $18,607,000 | +11.3% | 283,639 | +8.8% | 11.78% | -3.2% |
| Q3 2019 | $16,711,000 | +13.7% | 260,708 | +9.5% | 12.16% | +9.4% |
| Q2 2019 | $14,692,000 | +25.5% | 238,002 | +19.5% | 11.11% | +10.0% |
| Q1 2019 | $11,710,000 | +27.2% | 199,148 | +13.4% | 10.10% | -4.0% |
| Q4 2018 | $9,206,000 | – | 175,684 | – | 10.53% | – |
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% |