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 2022 | $326,000 | -6.1% | 4,926 | -0.2% | 0.02% | -6.2% |
| Q2 2022 | $347,000 | -15.2% | 4,937 | -6.4% | 0.02% | -11.1% |
| Q1 2022 | $409,000 | -4.2% | 5,276 | 0.0% | 0.02% | -14.3% |
| Q4 2021 | $427,000 | +10.1% | 5,276 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $388,000 | -11.4% | 5,276 | -11.3% | 0.02% | -16.0% |
| Q2 2021 | $438,000 | -2.9% | 5,950 | -8.7% | 0.02% | -19.4% |
| Q1 2021 | $451,000 | +2.0% | 6,515 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $442,000 | +6.5% | 6,515 | 0.0% | 0.03% | -6.1% |
| Q3 2020 | $415,000 | +5.1% | 6,515 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $395,000 | -47.8% | 6,515 | -43.4% | 0.03% | -43.1% |
| Q4 2019 | $756,000 | -6.1% | 11,517 | -8.3% | 0.06% | -13.4% |
| Q3 2019 | $805,000 | – | 12,553 | – | 0.07% | – |
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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% |