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 | $425,160 | -2.6% | 5,874 | 0.0% | 0.06% | +1.6% |
| Q2 2023 | $436,614 | +2.2% | 5,874 | 0.0% | 0.06% | -3.1% |
| Q1 2023 | $427,275 | +0.9% | 5,874 | 0.0% | 0.06% | -5.8% |
| Q4 2022 | $423,515 | +9.2% | 5,874 | 0.0% | 0.07% | -1.4% |
| Q3 2022 | $388,000 | -5.8% | 5,874 | 0.0% | 0.07% | 0.0% |
| Q2 2022 | $412,000 | -13.6% | 5,874 | -4.5% | 0.07% | +1.4% |
| Q1 2022 | $477,000 | +0.4% | 6,149 | +4.7% | 0.07% | +3.0% |
| Q4 2021 | $475,000 | +10.0% | 5,874 | 0.0% | 0.07% | +3.1% |
| Q3 2021 | $432,000 | 0.0% | 5,874 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $432,000 | +6.4% | 5,874 | 0.0% | 0.06% | 0.0% |
| Q1 2021 | $406,000 | +1.8% | 5,874 | 0.0% | 0.06% | -5.8% |
| Q4 2020 | $399,000 | +6.7% | 5,874 | 0.0% | 0.07% | -5.5% |
| Q3 2020 | $374,000 | +5.1% | 5,874 | 0.0% | 0.07% | -1.4% |
| Q2 2020 | $356,000 | +12.3% | 5,874 | 0.0% | 0.07% | -1.3% |
| Q1 2020 | $317,000 | -17.7% | 5,874 | 0.0% | 0.08% | -2.6% |
| Q4 2019 | $385,000 | +2.1% | 5,874 | 0.0% | 0.08% | -4.9% |
| Q3 2019 | $377,000 | +3.9% | 5,874 | 0.0% | 0.08% | +3.8% |
| Q2 2019 | $363,000 | +5.2% | 5,874 | 0.0% | 0.08% | +1.3% |
| Q1 2019 | $345,000 | +12.0% | 5,874 | 0.0% | 0.08% | +1.3% |
| Q4 2018 | $308,000 | -8.1% | 5,874 | 0.0% | 0.08% | +2.7% |
| Q3 2018 | $335,000 | +7.4% | 5,874 | 0.0% | 0.07% | +2.8% |
| Q2 2018 | $312,000 | +2.3% | 5,874 | 0.0% | 0.07% | 0.0% |
| Q1 2018 | $305,000 | -1.6% | 5,874 | 0.0% | 0.07% | +2.9% |
| Q4 2017 | $310,000 | +4.7% | 5,874 | 0.0% | 0.07% | 0.0% |
| Q3 2017 | $296,000 | +3.1% | 5,874 | 0.0% | 0.07% | +2.9% |
| Q2 2017 | $287,000 | +2.5% | 5,874 | 0.0% | 0.07% | +3.0% |
| Q1 2017 | $280,000 | +5.3% | 5,874 | 0.0% | 0.07% | +1.5% |
| Q4 2016 | $266,000 | -0.4% | 5,874 | 0.0% | 0.06% | -1.5% |
| Q3 2016 | $267,000 | -2.9% | 5,874 | -1.3% | 0.07% | -4.3% |
| Q2 2016 | $275,000 | +5.0% | 5,954 | 0.0% | 0.07% | +3.0% |
| Q1 2016 | $262,000 | +5.2% | 5,954 | 0.0% | 0.07% | +3.1% |
| Q4 2015 | $249,000 | +5.5% | 5,954 | 0.0% | 0.06% | -1.5% |
| Q3 2015 | $236,000 | – | 5,954 | – | 0.07% | – |
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% |