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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $51,279,000 | +8.0% | 633,856 | -1.9% | 8.81% | -5.5% |
| Q3 2021 | $47,469,000 | -2.7% | 645,831 | -2.5% | 9.32% | -4.1% |
| Q2 2021 | $48,778,000 | +4.0% | 662,651 | -2.3% | 9.72% | -3.3% |
| Q1 2021 | $46,907,000 | -0.9% | 677,952 | -2.8% | 10.05% | -9.1% |
| Q4 2020 | $47,341,000 | +5.6% | 697,428 | -0.9% | 11.06% | -10.8% |
| Q3 2020 | $44,830,000 | +6.4% | 703,437 | +1.3% | 12.40% | -2.0% |
| Q2 2020 | $42,122,000 | +12.6% | 694,735 | +0.3% | 12.64% | -1.5% |
| Q1 2020 | $37,421,000 | -13.9% | 692,856 | +4.6% | 12.84% | +23.7% |
| Q4 2019 | $43,456,000 | +1.8% | 662,439 | -0.6% | 10.38% | -1.4% |
| Q3 2019 | $42,706,000 | +5.2% | 666,235 | +1.3% | 10.53% | +1.6% |
| Q2 2019 | $40,611,000 | +5.3% | 657,889 | +0.4% | 10.37% | +7.8% |
| Q1 2019 | $38,549,000 | +13.2% | 655,534 | +0.9% | 9.62% | -2.8% |
| Q4 2018 | $34,041,000 | – | 649,646 | – | 9.90% | – |
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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% |