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 | $68,708 | -4.3% | 949 | -1.8% | 0.00% | 0.0% |
| Q2 2023 | $71,803 | -4.2% | 966 | -6.3% | 0.00% | 0.0% |
| Q1 2023 | $74,964 | -5.6% | 1,031 | -6.4% | 0.00% | -33.3% |
| Q4 2022 | $79,415 | +10.3% | 1,101 | +0.5% | 0.00% | 0.0% |
| Q3 2022 | $72,000 | -10.0% | 1,096 | -3.9% | 0.00% | +50.0% |
| Q2 2022 | $80,000 | -17.5% | 1,141 | -8.5% | 0.00% | -33.3% |
| Q1 2022 | $97,000 | +18.3% | 1,247 | +23.5% | 0.00% | +50.0% |
| Q4 2021 | $82,000 | +6.5% | 1,010 | -3.7% | 0.00% | 0.0% |
| Q3 2021 | $77,000 | -15.4% | 1,049 | -15.3% | 0.00% | 0.0% |
| Q2 2021 | $91,000 | -29.5% | 1,238 | -33.7% | 0.00% | -33.3% |
| Q1 2021 | $129,000 | -3.7% | 1,867 | -5.2% | 0.00% | 0.0% |
| Q4 2020 | $134,000 | -17.8% | 1,970 | -23.0% | 0.00% | -50.0% |
| Q3 2020 | $163,000 | -65.2% | 2,560 | -66.8% | 0.01% | -62.5% |
| Q2 2020 | $468,000 | +3.3% | 7,716 | -8.0% | 0.02% | -27.3% |
| Q1 2020 | $453,000 | +81.9% | 8,384 | +121.4% | 0.02% | +10.0% |
| Q4 2019 | $249,000 | +632.4% | 3,786 | +621.1% | 0.02% | +566.7% |
| Q3 2019 | $34,000 | – | 525 | – | 0.00% | – |
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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% |