ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 85 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $483,000 | -61.5% | 7,587 | -63.3% | 0.13% | -61.7% |
| Q2 2020 | $1,255,000 | +15.7% | 20,692 | +3.0% | 0.35% | +8.4% |
| Q1 2020 | $1,085,000 | -38.8% | 20,086 | -25.6% | 0.32% | -21.4% |
| Q4 2019 | $1,772,000 | -2.2% | 27,012 | -4.4% | 0.41% | -4.9% |
| Q3 2019 | $1,812,000 | +0.6% | 28,266 | -3.2% | 0.43% | -1.6% |
| Q2 2019 | $1,802,000 | -3.1% | 29,188 | -7.7% | 0.44% | +0.2% |
| Q1 2019 | $1,860,000 | +11.6% | 31,634 | -0.6% | 0.44% | +1.9% |
| Q4 2018 | $1,667,000 | -12.4% | 31,813 | -4.7% | 0.43% | -0.2% |
| Q3 2018 | $1,903,000 | +3.3% | 33,367 | -3.7% | 0.43% | -2.3% |
| Q2 2018 | $1,842,000 | -4.0% | 34,649 | -6.2% | 0.44% | -2.6% |
| Q1 2018 | $1,919,000 | -5.0% | 36,948 | -3.5% | 0.45% | -3.6% |
| Q4 2017 | $2,021,000 | +0.2% | 38,290 | -4.4% | 0.47% | -2.1% |
| Q3 2017 | $2,017,000 | +1.7% | 40,070 | -1.2% | 0.48% | -5.0% |
| Q2 2017 | $1,983,000 | -0.8% | 40,537 | -3.2% | 0.50% | -2.5% |
| Q1 2017 | $1,999,000 | +0.1% | 41,884 | -5.2% | 0.52% | -2.8% |
| Q4 2016 | $1,998,000 | -1.3% | 44,175 | -0.9% | 0.53% | -1.8% |
| Q3 2016 | $2,024,000 | -36.4% | 44,554 | -35.3% | 0.54% | -38.7% |
| Q2 2016 | $3,182,000 | -26.3% | 68,856 | -29.9% | 0.89% | -27.7% |
| Q1 2016 | $4,315,000 | +3.0% | 98,219 | -2.0% | 1.23% | -1.9% |
| Q4 2015 | $4,190,000 | -0.4% | 100,193 | -5.7% | 1.25% | -2.2% |
| Q3 2015 | $4,208,000 | -20.6% | 106,278 | -19.1% | 1.28% | -19.6% |
| Q2 2015 | $5,299,000 | -8.4% | 131,435 | -6.2% | 1.59% | -9.0% |
| Q1 2015 | $5,782,000 | -2.0% | 140,125 | -3.8% | 1.75% | -2.9% |
| Q4 2014 | $5,898,000 | -76.1% | 145,700 | -77.7% | 1.80% | -76.0% |
| Q3 2014 | $24,649,000 | -51.2% | 654,170 | -51.8% | 7.50% | -48.8% |
| Q2 2014 | $50,528,000 | +6.8% | 1,357,562 | +3.4% | 14.66% | +3.3% |
| Q1 2014 | $47,325,000 | -0.2% | 1,312,768 | -1.7% | 14.18% | -1.8% |
| Q4 2013 | $47,417,000 | +10.9% | 1,335,698 | +3.8% | 14.44% | +4.1% |
| Q3 2013 | $42,771,000 | +5641.1% | 1,287,051 | +5523.3% | 13.87% | +5426.7% |
| Q2 2013 | $745,000 | – | 22,888 | – | 0.25% | – |
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% |