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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,603,075 | +2.2% | 21,567 | 0.0% | 0.43% | +2.4% |
| Q1 2023 | $1,568,784 | +38.3% | 21,567 | +37.1% | 0.42% | +36.7% |
| Q4 2022 | $1,133,989 | +9.0% | 15,728 | 0.0% | 0.30% | +6.3% |
| Q3 2022 | $1,040,000 | -6.8% | 15,728 | +22.1% | 0.29% | -5.3% |
| Q4 2020 | $1,116,000 | -85.7% | 12,881 | -89.5% | 0.30% | -85.4% |
| Q3 2020 | $7,808,000 | +6.1% | 122,527 | +0.9% | 2.07% | +1.0% |
| Q2 2020 | $7,360,000 | +99.5% | 121,381 | +77.7% | 2.05% | +63.6% |
| Q1 2020 | $3,690,000 | -53.9% | 68,317 | -44.0% | 1.25% | -40.5% |
| Q4 2019 | $7,996,000 | – | 121,896 | – | 2.11% | – |
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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% |