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 | $77,975 | -20.3% | 1,077,319 | -18.2% | 1.21% | -21.9% |
| Q2 2023 | $97,836 | +10.0% | 1,316,240 | +7.7% | 1.55% | +1.3% |
| Q1 2023 | $88,914 | -99.9% | 1,222,359 | +41.5% | 1.53% | +38.2% |
| Q4 2022 | $62,283,000 | -99.9% | 863,840 | +0.3% | 1.11% | -2.5% |
| Q3 2022 | $56,906,000,000 | +134375.5% | 860,910 | +42.8% | 1.13% | +38.3% |
| Q2 2022 | $42,317,000 | -7.4% | 602,727 | +2.3% | 0.82% | +2.2% |
| Q1 2022 | $45,705,000 | -99.9% | 589,206 | -12.5% | 0.80% | -16.7% |
| Q4 2021 | $54,484,000,000 | +11870052.5% | 673,469 | +10689.3% | 0.96% | +10600.0% |
| Q3 2021 | $459,000 | -78.3% | 6,242 | -78.3% | 0.01% | -80.0% |
| Q2 2021 | $2,114,000 | -91.6% | 28,723 | -92.1% | 0.04% | -92.6% |
| Q1 2021 | $25,226,000 | -51.5% | 364,588 | -52.4% | 0.61% | -57.6% |
| Q4 2020 | $52,013,000 | +19.2% | 766,248 | +11.9% | 1.44% | -1.2% |
| Q3 2020 | $43,625,000 | +11.8% | 684,526 | +6.4% | 1.46% | -1.1% |
| Q2 2020 | $39,010,000 | -24.1% | 643,409 | -32.4% | 1.48% | -66.2% |
| Q1 2020 | $51,395,000 | -12.1% | 951,587 | +6.7% | 4.37% | +80.7% |
| Q4 2019 | $58,491,000 | -36.8% | 891,624 | -38.3% | 2.42% | -44.8% |
| Q3 2019 | $92,596,000 | +79.9% | 1,444,561 | +73.3% | 4.38% | -24.0% |
| Q2 2019 | $51,457,000 | +12.1% | 833,581 | +7.2% | 5.75% | +128.4% |
| Q1 2019 | $45,894,000 | +53.9% | 777,730 | +39.1% | 2.52% | -44.9% |
| Q4 2018 | $29,816,000 | +10.2% | 558,976 | +17.8% | 4.58% | +5.3% |
| Q3 2018 | $27,064,000 | +15.9% | 474,554 | +8.2% | 4.34% | +5.7% |
| Q2 2018 | $23,348,000 | +17.0% | 438,551 | +12.3% | 4.11% | -7.1% |
| Q1 2018 | $19,948,000 | +7.3% | 390,679 | +10.8% | 4.42% | -8.2% |
| Q4 2017 | $18,597,000 | -9.7% | 352,481 | -13.6% | 4.82% | -24.3% |
| Q3 2017 | $20,602,000 | +87.4% | 407,961 | +80.5% | 6.36% | +430.2% |
| Q2 2017 | $10,992,000 | +30.5% | 226,040 | +27.9% | 1.20% | -68.3% |
| Q1 2017 | $8,421,000 | -16.4% | 176,687 | -20.5% | 3.78% | -24.1% |
| Q4 2016 | $10,077,000 | +32.7% | 222,245 | +32.1% | 4.98% | +11.8% |
| Q3 2016 | $7,592,000 | +17.9% | 168,299 | +21.0% | 4.46% | +304.8% |
| Q2 2016 | $6,437,000 | -99.9% | 139,056 | +20.8% | 1.10% | +14.3% |
| Q1 2016 | $5,098,000,000 | +60.3% | 115,082 | +51.4% | 0.96% | +42.9% |
| Q4 2015 | $3,180,000,000 | +220733.3% | 76,033 | +109.1% | 0.67% | +91.5% |
| Q3 2015 | $1,440,000 | +80.7% | 36,361 | +86.2% | 0.35% | +79.6% |
| Q2 2015 | $797,000 | – | 19,533 | – | 0.20% | – |
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% |