ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 893 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $92,161 | -2.6% | 1,273 | 0.0% | 0.04% | -2.6% |
| Q2 2023 | $94,644 | +91787.4% | 1,273 | -10.2% | 0.04% | -17.0% |
| Q1 2023 | $103 | 0.0% | 1,417 | -0.4% | 0.05% | -6.0% |
| Q4 2022 | $103 | -99.8% | 1,422 | +73.0% | 0.05% | +16.3% |
| Q3 2022 | $54,000 | -49.1% | 822 | -45.7% | 0.04% | -2.3% |
| Q2 2022 | $106,000 | -16.5% | 1,514 | -7.2% | 0.04% | -10.2% |
| Q1 2022 | $127,000 | -19.6% | 1,632 | -16.4% | 0.05% | -29.0% |
| Q4 2021 | $158,000 | -16.0% | 1,953 | -23.8% | 0.07% | -19.8% |
| Q3 2021 | $188,000 | -8.7% | 2,564 | -8.2% | 0.09% | -13.1% |
| Q2 2021 | $206,000 | -12.7% | 2,794 | -18.2% | 0.10% | -7.5% |
| Q1 2021 | $236,000 | -43.8% | 3,417 | -44.8% | 0.11% | -44.6% |
| Q4 2020 | $420,000 | -65.2% | 6,195 | -67.3% | 0.19% | -71.5% |
| Q3 2020 | $1,207,000 | +3.3% | 18,932 | -1.7% | 0.68% | -6.5% |
| Q2 2020 | $1,168,000 | -3.8% | 19,268 | +4.2% | 0.72% | -8.2% |
| Q4 2019 | $1,214,000 | – | 18,499 | – | 0.79% | – |
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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% |