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 | $309,000 | -14.6% | 4,673 | -9.5% | 0.06% | -11.8% |
| Q2 2022 | $362,000 | -5.5% | 5,162 | +4.6% | 0.07% | +7.9% |
| Q1 2022 | $383,000 | -8.8% | 4,934 | -5.0% | 0.06% | -3.1% |
| Q4 2021 | $420,000 | +5.8% | 5,196 | -3.9% | 0.06% | 0.0% |
| Q3 2021 | $397,000 | -2.0% | 5,407 | -1.7% | 0.06% | 0.0% |
| Q2 2021 | $405,000 | +8.0% | 5,501 | +1.4% | 0.06% | +3.2% |
| Q1 2021 | $375,000 | +10.0% | 5,423 | +8.0% | 0.06% | +5.0% |
| Q4 2020 | $341,000 | +20.1% | 5,023 | +12.6% | 0.06% | +7.1% |
| Q3 2020 | $284,000 | -72.4% | 4,461 | -77.5% | 0.06% | -74.1% |
| Q1 2018 | $1,030,000 | -3.6% | 19,843 | -2.1% | 0.22% | -3.6% |
| Q4 2017 | $1,069,000 | +11.9% | 20,260 | +6.8% | 0.22% | +6.2% |
| Q3 2017 | $955,000 | +1.0% | 18,965 | -2.0% | 0.21% | -3.2% |
| Q2 2017 | $946,000 | -54.6% | 19,343 | -55.7% | 0.22% | -55.3% |
| Q1 2017 | $2,084,000 | +7.0% | 43,677 | +1.5% | 0.49% | +1.0% |
| Q4 2016 | $1,947,000 | +1.5% | 43,047 | +2.1% | 0.48% | -1.4% |
| Q3 2016 | $1,919,000 | +1.3% | 42,180 | +2.9% | 0.49% | -2.6% |
| Q2 2016 | $1,894,000 | +4.5% | 40,984 | -0.7% | 0.50% | +1.6% |
| Q1 2016 | $1,813,000 | – | 41,272 | – | 0.50% | – |
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% |