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 | $228,287 | -6.2% | 3,154 | -3.7% | 0.20% | -3.8% |
| Q2 2023 | $243,505 | -60.5% | 3,276 | -61.3% | 0.21% | -45.7% |
| Q1 2023 | $616,253 | +6.3% | 8,472 | +5.3% | 0.39% | +2.4% |
| Q4 2022 | $580,000 | +7.4% | 8,044 | -1.6% | 0.38% | -3.6% |
| Q3 2022 | $540,000 | -22.1% | 8,172 | -17.3% | 0.39% | -15.9% |
| Q2 2022 | $693,000 | +56.4% | 9,876 | +73.0% | 0.47% | +84.9% |
| Q1 2022 | $443,000 | +41.5% | 5,710 | +47.5% | 0.25% | +48.2% |
| Q4 2021 | $313,000 | +20.4% | 3,870 | +9.4% | 0.17% | +9.7% |
| Q3 2021 | $260,000 | -15.6% | 3,537 | -15.6% | 0.16% | -17.1% |
| Q2 2021 | $308,000 | -22.6% | 4,191 | -27.1% | 0.19% | -28.6% |
| Q1 2021 | $398,000 | -23.9% | 5,751 | -25.3% | 0.26% | -30.1% |
| Q4 2020 | $523,000 | +4.8% | 7,702 | -1.6% | 0.38% | -5.8% |
| Q3 2020 | $499,000 | +1.6% | 7,826 | -3.3% | 0.40% | -7.9% |
| Q2 2020 | $491,000 | +6.5% | 8,097 | -5.1% | 0.43% | -7.3% |
| Q1 2020 | $461,000 | +46.8% | 8,531 | +78.1% | 0.47% | +67.0% |
| Q4 2019 | $314,000 | +44.0% | 4,790 | +16.2% | 0.28% | +3.0% |
| Q4 2017 | $218,000 | – | 4,121 | – | 0.27% | – |
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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% |