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 | ||||
---|---|---|---|---|---|---|
Q1 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q4 2020 | $8,110,000 | +8.8% | 119,473 | +2.1% | 5.76% | +4.6% |
Q3 2020 | $7,456,000 | +4.5% | 117,002 | -0.6% | 5.51% | -3.3% |
Q2 2020 | $7,133,000 | +12.4% | 117,661 | +0.1% | 5.70% | -16.8% |
Q1 2020 | $6,345,000 | -14.0% | 117,496 | +4.4% | 6.85% | +30.9% |
Q4 2019 | $7,380,000 | – | 112,501 | – | 5.23% | – |
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% |