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 | $296,758 | -2.6% | 4,100 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $304,753 | +2.2% | 4,100 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $298,234 | +0.9% | 4,100 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $295,610 | +9.1% | 4,100 | 0.0% | 0.01% | +14.3% |
| Q3 2022 | $271,000 | -11.1% | 4,100 | -5.7% | 0.01% | -12.5% |
| Q2 2022 | $305,000 | -9.5% | 4,350 | 0.0% | 0.01% | +14.3% |
| Q1 2022 | $337,000 | -4.3% | 4,350 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $352,000 | +10.0% | 4,350 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $320,000 | 0.0% | 4,350 | 0.0% | 0.01% | +16.7% |
| Q2 2021 | $320,000 | -38.3% | 4,350 | -42.0% | 0.01% | -45.5% |
| Q1 2021 | $519,000 | +2.0% | 7,500 | 0.0% | 0.01% | -8.3% |
| Q4 2020 | $509,000 | +6.5% | 7,500 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $478,000 | +5.1% | 7,500 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $455,000 | +12.3% | 7,500 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $405,000 | -17.7% | 7,500 | 0.0% | 0.01% | +9.1% |
| Q4 2019 | $492,000 | -3.1% | 7,500 | -5.4% | 0.01% | -38.9% |
| Q3 2019 | $508,000 | +3.7% | 7,930 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $490,000 | +5.2% | 7,930 | 0.0% | 0.02% | +80.0% |
| Q1 2019 | $466,000 | – | 7,930 | – | 0.01% | – |
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% |