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 | $3,523,457 | -19.1% | 48,680 | -16.9% | 0.03% | -15.2% |
| Q2 2023 | $4,356,629 | +1.9% | 58,612 | -0.3% | 0.03% | 0.0% |
| Q1 2023 | $4,275,074 | -0.8% | 58,772 | -1.6% | 0.03% | -5.7% |
| Q4 2022 | $4,307,830 | +9.7% | 59,748 | +0.6% | 0.04% | +2.9% |
| Q3 2022 | $3,926,000 | -8.6% | 59,388 | -3.0% | 0.03% | -2.9% |
| Q2 2022 | $4,296,000 | -9.4% | 61,194 | +0.1% | 0.04% | +9.4% |
| Q1 2022 | $4,741,000 | -7.4% | 61,124 | -3.4% | 0.03% | -3.0% |
| Q4 2021 | $5,119,000 | +3.5% | 63,280 | -5.9% | 0.03% | -5.7% |
| Q3 2021 | $4,944,000 | -2.4% | 67,252 | -2.3% | 0.04% | -2.8% |
| Q2 2021 | $5,067,000 | +2.4% | 68,834 | -3.8% | 0.04% | -5.3% |
| Q1 2021 | $4,949,000 | +6.7% | 71,528 | +4.7% | 0.04% | +2.7% |
| Q4 2020 | $4,637,000 | -13.5% | 68,317 | -18.8% | 0.04% | -22.9% |
| Q3 2020 | $5,360,000 | +19.0% | 84,104 | +13.2% | 0.05% | +9.1% |
| Q2 2020 | $4,505,000 | +6.3% | 74,303 | -5.3% | 0.04% | -13.7% |
| Q1 2020 | $4,237,000 | +57.6% | 78,433 | +91.4% | 0.05% | +96.2% |
| Q4 2019 | $2,689,000 | +6.9% | 40,983 | +4.4% | 0.03% | 0.0% |
| Q3 2019 | $2,516,000 | +128.9% | 39,258 | +120.5% | 0.03% | +116.7% |
| Q2 2019 | $1,099,000 | +69.1% | 17,802 | +61.0% | 0.01% | +50.0% |
| Q1 2019 | $650,000 | +65.0% | 11,057 | +59.9% | 0.01% | +60.0% |
| Q3 2018 | $394,000 | – | 6,915 | – | 0.01% | – |
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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% |