ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 653 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.23 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $577,810 | -10.6% | 7,940 | -8.7% | 0.06% | -7.1% |
| Q2 2023 | $646,559 | -12.3% | 8,699 | -14.1% | 0.07% | -16.7% |
| Q1 2023 | $736,820 | -11.3% | 10,130 | -12.1% | 0.08% | -22.9% |
| Q4 2022 | $830,916 | +2.6% | 11,524 | -5.9% | 0.11% | -6.8% |
| Q3 2022 | $810,000 | -14.3% | 12,250 | -9.0% | 0.12% | -10.0% |
| Q2 2022 | $945,000 | -47.8% | 13,465 | -39.8% | 0.13% | -34.0% |
| Q4 2021 | $1,809,000 | +9.4% | 22,361 | -0.6% | 0.20% | -13.2% |
| Q3 2021 | $1,654,000 | -26.4% | 22,506 | -26.3% | 0.23% | -71.9% |
| Q2 2021 | $2,248,000 | +4.9% | 30,539 | -1.4% | 0.81% | -8.4% |
| Q1 2021 | $2,144,000 | -11.4% | 30,980 | -13.0% | 0.88% | -22.7% |
| Q4 2020 | $2,419,000 | +13.9% | 35,626 | +6.9% | 1.14% | 0.0% |
| Q3 2020 | $2,124,000 | +23.6% | 33,331 | +17.6% | 1.14% | +20.3% |
| Q2 2020 | $1,719,000 | +15.5% | 28,350 | +2.9% | 0.95% | -29.8% |
| Q1 2020 | $1,488,000 | -100.0% | 27,543 | -46.9% | 1.35% | -51.3% |
| Q4 2019 | $3,400,590,000 | +227668.9% | 51,839 | +20.6% | 2.77% | +28.8% |
| Q3 2019 | $1,493,000 | +38.2% | 42,991 | +145.5% | 2.15% | +642.1% |
| Q2 2019 | $1,080,000 | +5.9% | 17,510 | +0.9% | 0.29% | -74.9% |
| Q1 2019 | $1,020,000 | +24.7% | 17,361 | +11.2% | 1.16% | +0.3% |
| Q4 2018 | $818,000 | +28.2% | 15,617 | +40.2% | 1.15% | +423.6% |
| Q3 2018 | $638,000 | +130.3% | 11,141 | +114.9% | 0.22% | -48.7% |
| Q2 2018 | $277,000 | – | 5,185 | – | 0.43% | – |
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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% |