ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 463 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 3.08 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $129,563,000 | +238.6% | 2,033 | +240.5% | 0.00% | – |
| Q3 2019 | $38,268,000 | +19.0% | 597 | +14.6% | 0.00% | – |
| Q2 2019 | $32,161,000 | +27.2% | 521 | +21.2% | 0.00% | – |
| Q1 2019 | $25,284,000 | +12.2% | 430 | 0.0% | 0.00% | – |
| Q4 2018 | $22,532,000 | -53.0% | 430 | -48.9% | 0.00% | – |
| Q3 2018 | $47,971,000 | +310.2% | 841 | +282.3% | 0.00% | – |
| Q2 2018 | $11,695,000 | +2.4% | 220 | 0.0% | 0.00% | – |
| Q1 2018 | $11,425,000 | -1.6% | 220 | 0.0% | 0.00% | – |
| Q4 2017 | $11,612,000 | +4.8% | 220 | 0.0% | 0.00% | – |
| Q3 2017 | $11,075,000 | +2.9% | 220 | 0.0% | 0.00% | – |
| Q2 2017 | $10,765,000 | – | 220 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Advisors, LLC | 1,092,633 | $91,737,429 | 18.76% |
| GRAYHAWK INVESTMENT STRATEGIES INC. | 42,164 | $3,540,089 | 16.12% |
| Cassia Capital Partners, LLC | 238,264 | $20,004,682 | 13.19% |
| Sovereign Investment Advisors, LLC | 323,837 | $25,269,037 | 9.42% |
| Lowe Wealth Advisors, LLC | 231,723 | $19,455,503 | 8.86% |
| Teilinger Capital Ltd. | 241,000 | $20,234,360 | 8.82% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 201,331 | $17,117,162 | 8.66% |
| Halpern Financial, Inc. | 374,389 | $31,433,719 | 8.64% |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 72,630 | $6,098,025 | 8.30% |
| Adaptive Financial Consulting, LLC | 226,332 | $19,002,822 | 8.24% |