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 | $2,568,478 | -8.1% | 35,486 | -5.6% | 0.67% | +0.8% |
Q2 2023 | $2,794,140 | +2.4% | 37,591 | +0.2% | 0.66% | -5.0% |
Q1 2023 | $2,727,569 | +1.9% | 37,498 | +1.0% | 0.70% | -7.2% |
Q4 2022 | $2,676,255 | +5.6% | 37,119 | -3.2% | 0.75% | -7.5% |
Q3 2022 | $2,534,946 | -3.3% | 38,350 | +2.7% | 0.82% | -0.7% |
Q2 2022 | $2,621,000 | -9.4% | 37,334 | +0.1% | 0.82% | +9.3% |
Q1 2022 | $2,893,000 | -3.9% | 37,300 | +0.3% | 0.75% | -2.6% |
Q4 2021 | $3,009,000 | +9.4% | 37,199 | -0.6% | 0.77% | -6.7% |
Q3 2021 | $2,751,000 | +0.1% | 37,427 | +0.3% | 0.83% | +4.0% |
Q2 2021 | $2,748,000 | -5.6% | 37,328 | -11.3% | 0.79% | -21.3% |
Q1 2021 | $2,912,000 | -40.6% | 42,089 | -41.8% | 1.01% | -41.9% |
Q4 2020 | $4,906,000 | +6.3% | 72,277 | -0.2% | 1.74% | -4.1% |
Q3 2020 | $4,614,000 | +5.2% | 72,393 | +0.0% | 1.81% | -7.4% |
Q2 2020 | $4,387,000 | +20.7% | 72,358 | +7.5% | 1.96% | -3.1% |
Q1 2020 | $3,634,000 | -24.2% | 67,282 | -8.0% | 2.02% | -1.0% |
Q4 2019 | $4,796,000 | +6.5% | 73,111 | +4.1% | 2.04% | +2.7% |
Q3 2019 | $4,502,000 | +55.6% | 70,238 | +49.8% | 1.98% | +48.8% |
Q2 2019 | $2,894,000 | +13.6% | 46,887 | +8.2% | 1.33% | +7.7% |
Q1 2019 | $2,547,000 | +36.2% | 43,316 | +21.3% | 1.24% | +9.2% |
Q4 2018 | $1,870,000 | – | 35,696 | – | 1.14% | – |
Download |
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% |