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 2022 | $11,000 | -8.3% | 171 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $12,000 | -97.1% | 171 | -96.8% | 0.01% | -96.9% |
| Q1 2022 | $420,000 | -22.7% | 5,417 | -19.3% | 0.19% | -20.9% |
| Q4 2021 | $543,000 | +1106.7% | 6,715 | +997.2% | 0.24% | +1009.1% |
| Q3 2021 | $45,000 | 0.0% | 612 | 0.0% | 0.02% | -4.3% |
| Q2 2021 | $45,000 | -27.4% | 612 | -31.2% | 0.02% | -32.4% |
| Q1 2021 | $62,000 | -24.4% | 889 | -26.5% | 0.03% | -29.2% |
| Q4 2020 | $82,000 | -5.7% | 1,209 | -11.5% | 0.05% | -17.2% |
| Q3 2020 | $87,000 | +17.6% | 1,366 | +12.6% | 0.06% | +7.4% |
| Q2 2020 | $74,000 | +54.2% | 1,213 | +36.1% | 0.05% | +28.6% |
| Q1 2020 | $48,000 | +6.7% | 891 | +30.5% | 0.04% | +31.2% |
| Q4 2019 | $45,000 | – | 683 | – | 0.03% | – |
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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% |