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 | $15,015,593 | -2.6% | 207,455 | 0.0% | 1.93% | +0.9% |
Q2 2023 | $15,420,130 | +2.2% | 207,455 | 0.0% | 1.92% | +2.2% |
Q1 2023 | $15,090,277 | +0.9% | 207,455 | 0.0% | 1.87% | -2.3% |
Q4 2022 | $14,957,506 | +9.1% | 207,455 | 0.0% | 1.92% | +0.2% |
Q3 2022 | $13,713,000 | -5.8% | 207,455 | 0.0% | 1.92% | +18.1% |
Q2 2022 | $14,565,000 | -9.5% | 207,455 | 0.0% | 1.62% | +5.5% |
Q1 2022 | $16,092,000 | -4.1% | 207,455 | 0.0% | 1.54% | +2.3% |
Q4 2021 | $16,783,000 | +10.1% | 207,455 | 0.0% | 1.50% | +4.4% |
Q3 2021 | $15,248,000 | -0.2% | 207,455 | 0.0% | 1.44% | -57.9% |
Q2 2021 | $15,271,000 | +6.4% | 207,455 | 0.0% | 3.42% | -27.4% |
Q1 2021 | $14,354,000 | +1.9% | 207,455 | 0.0% | 4.71% | -2.8% |
Q4 2020 | $14,082,000 | +6.5% | 207,455 | 0.0% | 4.84% | -14.7% |
Q3 2020 | $13,221,000 | +5.1% | 207,455 | 0.0% | 5.68% | +50.1% |
Q2 2020 | $12,578,000 | +12.0% | 207,455 | -0.2% | 3.78% | +14.9% |
Q1 2020 | $11,230,000 | -17.5% | 207,916 | +0.2% | 3.29% | -8.5% |
Q4 2019 | $13,609,000 | +2.3% | 207,455 | 0.0% | 3.60% | -10.2% |
Q3 2019 | $13,298,000 | – | 207,455 | – | 4.01% | – |
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% |