ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 893 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.26 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $132 | -2.9% | 1,825 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $136 | +2.3% | 1,825 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $133 | +0.8% | 1,825 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $132 | -99.9% | 1,825 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $121,000 | -5.5% | 1,825 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $128,000 | -9.9% | 1,825 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $142,000 | -4.1% | 1,825 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $148,000 | +10.4% | 1,825 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $134,000 | 0.0% | 1,825 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $134,000 | +6.3% | 1,825 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $126,000 | +1.6% | 1,825 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $124,000 | +6.9% | 1,825 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $116,000 | +4.5% | 1,825 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $111,000 | +12.1% | 1,825 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $99,000 | -17.5% | 1,825 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $120,000 | +2.6% | 1,825 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $117,000 | – | 1,825 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Advisors, LLC | 959,675 | $77,638,000 | 23.66% |
| Wealth Advisors of Iowa, LLC | 476,499 | $38,549,000 | 21.08% |
| Halpern Financial, Inc. | 604,591 | $48,911,382 | 20.93% |
| Personal Wealth Partners | 560,612 | $45,354,000 | 18.72% |
| Cassia Capital Partners, LLC | 324,120 | $26,221,000 | 17.61% |
| Legacy Financial Advisors, Inc. | 903,009 | $73,053,000 | 16.76% |
| Tillar-Wenstrup Advisors, LLC | 404,653 | $32,736,000 | 15.42% |
| Syverson Strege & Co | 228,693 | $18,501,000 | 13.71% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 242,184 | $19,593,000 | 13.71% |
| AGILIS PARTNERS LLC | 320,613 | $25,938,000 | 12.98% |