ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 901 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 | ||||
---|---|---|---|---|---|---|
Q2 2020 | $1,590,000 | +10.3% | 26,229 | -1.7% | 0.66% | -9.3% |
Q1 2020 | $1,441,000 | -18.5% | 26,696 | -1.0% | 0.73% | +1.0% |
Q4 2019 | $1,769,000 | +7.9% | 26,975 | +5.5% | 0.72% | +0.8% |
Q3 2019 | $1,639,000 | +13.0% | 25,562 | +8.8% | 0.72% | +11.3% |
Q2 2019 | $1,451,000 | +133.3% | 23,503 | +122.4% | 0.65% | +126.7% |
Q1 2019 | $622,000 | +71.3% | 10,570 | +52.6% | 0.28% | +50.0% |
Q4 2018 | $363,000 | +65.0% | 6,925 | +63.0% | 0.19% | +69.6% |
Q1 2018 | $220,000 | -3.5% | 4,249 | -0.3% | 0.11% | -44.6% |
Q4 2017 | $228,000 | -62.1% | 4,263 | -64.1% | 0.20% | -65.6% |
Q3 2017 | $602,000 | +1.5% | 11,882 | -2.4% | 0.59% | +8.5% |
Q2 2017 | $593,000 | +2.6% | 12,176 | +0.5% | 0.54% | +0.7% |
Q1 2017 | $578,000 | – | 12,119 | – | 0.54% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Advisors, LLC | 1,092,633 | $91,737,429 | 18.76% |
GRAYHAWK INVESTMENT STRATEGIES INC. | 42,164 | $3,540,089 | 16.12% |
Cassia Capital Partners, LLC | 238,264 | $20,004,682 | 13.19% |
Sovereign Investment Advisors, LLC | 323,837 | $25,269,037 | 9.42% |
Lowe Wealth Advisors, LLC | 231,723 | $19,455,503 | 8.86% |
Teilinger Capital Ltd. | 241,000 | $20,234,360 | 8.82% |
IRONWOOD WEALTH MANAGEMENT, INC. | 201,331 | $17,117,162 | 8.66% |
Halpern Financial, Inc. | 374,389 | $31,433,719 | 8.64% |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 72,630 | $6,098,025 | 8.30% |
Adaptive Financial Consulting, LLC | 226,332 | $19,002,822 | 8.24% |