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 | $2,156,562 | -3.5% | 29,795 | -0.9% | 0.21% | -4.5% |
| Q2 2023 | $2,233,914 | +2.1% | 30,054 | -0.1% | 0.22% | -14.3% |
| Q1 2023 | $2,187,728 | +0.3% | 30,076 | -0.5% | 0.26% | -0.4% |
| Q4 2022 | $2,180,448 | +10.4% | 30,242 | +1.2% | 0.26% | +1.2% |
| Q3 2022 | $1,975,000 | -53.4% | 29,883 | -50.5% | 0.26% | -50.1% |
| Q2 2022 | $4,239,000 | -34.4% | 60,380 | -27.5% | 0.51% | -27.1% |
| Q1 2022 | $6,464,000 | -4.1% | 83,329 | 0.0% | 0.70% | -11.9% |
| Q4 2021 | $6,741,000 | +58.6% | 83,329 | +44.1% | 0.80% | +48.8% |
| Q3 2021 | $4,251,000 | +2.1% | 57,837 | +2.2% | 0.54% | +2.5% |
| Q2 2021 | $4,165,000 | +10.1% | 56,576 | +3.5% | 0.52% | -1.9% |
| Q1 2021 | $3,782,000 | +27.6% | 54,659 | +25.2% | 0.53% | +21.4% |
| Q4 2020 | $2,964,000 | +163.7% | 43,661 | +147.5% | 0.44% | +107.5% |
| Q3 2020 | $1,124,000 | -17.6% | 17,643 | -21.6% | 0.21% | -23.2% |
| Q2 2020 | $1,364,000 | +149.8% | 22,496 | +122.4% | 0.28% | +107.5% |
| Q1 2020 | $546,000 | +21.9% | 10,115 | +48.2% | 0.13% | +10.8% |
| Q4 2019 | $448,000 | +43.1% | 6,825 | +39.7% | 0.12% | +37.9% |
| Q3 2019 | $313,000 | +20.4% | 4,885 | +18.1% | 0.09% | +10.1% |
| Q2 2019 | $260,000 | +145.3% | 4,135 | +130.4% | 0.08% | +102.6% |
| Q1 2019 | $106,000 | +34.2% | 1,795 | +19.7% | 0.04% | +14.7% |
| Q4 2018 | $79,000 | – | 1,500 | – | 0.03% | – |
Download | ||||||
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% |