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 2021 | $19,954,000 | -9.6% | 271,488 | -9.5% | 0.37% | -23.0% |
| Q2 2021 | $22,076,000 | +8.1% | 299,901 | +1.6% | 0.48% | -2.0% |
| Q1 2021 | $20,413,000 | -1.3% | 295,035 | -3.1% | 0.49% | -4.3% |
| Q4 2020 | $20,676,000 | +7.9% | 304,590 | +1.3% | 0.52% | -24.7% |
| Q3 2020 | $19,161,000 | +10.2% | 300,664 | +4.9% | 0.68% | -17.4% |
| Q2 2020 | $17,385,000 | +21.9% | 286,735 | +8.5% | 0.83% | -35.9% |
| Q1 2020 | $14,267,000 | -22.4% | 264,154 | -5.7% | 1.29% | -68.7% |
| Q4 2019 | $18,380,000 | +206.0% | 280,191 | +199.0% | 4.12% | +349.4% |
| Q3 2019 | $6,007,000 | -61.4% | 93,712 | -62.9% | 0.92% | -76.2% |
| Q2 2019 | $15,579,000 | -1.6% | 252,366 | -6.3% | 3.85% | -3.5% |
| Q1 2019 | $15,835,000 | +3.3% | 269,300 | -8.0% | 3.99% | -22.5% |
| Q4 2018 | $15,334,000 | – | 292,627 | – | 5.15% | – |
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% |