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 | $11,194 | -3.0% | 154,661 | -0.4% | 0.17% | +2.4% |
| Q2 2023 | $11,544 | +3.6% | 155,310 | +1.4% | 0.16% | -0.6% |
| Q1 2023 | $11,139 | -4.1% | 153,139 | -4.9% | 0.16% | +1.2% |
| Q4 2022 | $11,612 | -99.9% | 161,058 | -3.5% | 0.16% | -16.4% |
| Q3 2022 | $11,027,000 | +365.1% | 166,828 | +394.0% | 0.20% | +375.6% |
| Q2 2022 | $2,371,000 | -81.8% | 33,774 | -79.9% | 0.04% | -78.9% |
| Q1 2022 | $13,008,000 | -9.7% | 167,689 | -5.9% | 0.19% | -23.3% |
| Q4 2021 | $14,411,000 | +8.5% | 178,136 | -1.4% | 0.25% | -0.8% |
| Q3 2021 | $13,277,000 | -6.2% | 180,633 | -6.0% | 0.26% | -9.3% |
| Q2 2021 | $14,151,000 | -34.5% | 192,250 | -38.4% | 0.28% | -38.1% |
| Q1 2021 | $21,598,000 | -28.1% | 312,154 | -29.4% | 0.45% | -34.5% |
| Q4 2020 | $30,021,000 | -28.4% | 442,263 | -32.8% | 0.69% | -36.5% |
| Q3 2020 | $41,920,000 | +87.5% | 657,771 | +78.4% | 1.09% | +68.6% |
| Q2 2020 | $22,354,000 | -43.5% | 368,696 | -49.7% | 0.65% | -49.7% |
| Q1 2020 | $39,557,000 | -21.3% | 732,410 | -4.4% | 1.29% | +1.4% |
| Q4 2019 | $50,236,000 | -0.8% | 765,800 | -3.1% | 1.27% | -21.3% |
| Q3 2019 | $50,635,000 | +2.0% | 789,935 | -1.8% | 1.61% | +2.4% |
| Q2 2019 | $49,642,000 | +85.0% | 804,176 | +76.2% | 1.57% | +39.8% |
| Q1 2019 | $26,835,000 | +23.7% | 456,386 | +10.2% | 1.12% | +7.1% |
| Q4 2018 | $21,692,000 | -6.5% | 413,968 | +1.8% | 1.05% | -9.3% |
| Q3 2018 | $23,194,000 | +6.5% | 406,623 | -0.7% | 1.16% | +1.9% |
| Q2 2018 | $21,775,000 | +1.2% | 409,608 | -1.2% | 1.14% | -3.1% |
| Q1 2018 | $21,524,000 | -7.3% | 414,489 | -5.8% | 1.17% | -19.4% |
| Q4 2017 | $23,212,000 | -1.2% | 439,785 | -5.8% | 1.45% | -9.4% |
| Q3 2017 | $23,503,000 | +2.8% | 466,895 | -0.1% | 1.60% | -1.5% |
| Q2 2017 | $22,868,000 | +1229.5% | 467,364 | +1093.9% | 1.63% | +718.6% |
| Q1 2016 | $1,720,000 | -48.7% | 39,146 | -51.2% | 0.20% | -35.0% |
| Q4 2015 | $3,355,000 | -24.2% | 80,214 | -28.3% | 0.31% | -40.6% |
| Q3 2015 | $4,427,000 | -66.4% | 111,830 | -65.8% | 0.52% | -62.9% |
| Q2 2015 | $13,188,000 | +36.3% | 327,084 | +39.5% | 1.39% | +30.0% |
| Q1 2015 | $9,677,000 | +1967.7% | 234,536 | +1789.3% | 1.07% | +1955.8% |
| Q3 2014 | $468,000 | +1.7% | 12,414 | +0.5% | 0.05% | -14.8% |
| Q2 2014 | $460,000 | +3.4% | 12,350 | 0.0% | 0.06% | +1.7% |
| Q1 2014 | $445,000 | – | 12,350 | – | 0.06% | – |
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% |