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 | $3,580,499 | -15.7% | 49,186 | -14.0% | 0.24% | -19.6% |
| Q2 2023 | $4,249,279 | -6.8% | 57,168 | -8.8% | 0.30% | -14.2% |
| Q1 2023 | $4,559,959 | +0.4% | 62,688 | -0.5% | 0.35% | -20.6% |
| Q4 2022 | $4,541,275 | +4.5% | 62,985 | -4.2% | 0.44% | -2.4% |
| Q3 2022 | $4,345,000 | -2.4% | 65,738 | +3.6% | 0.45% | +7.9% |
| Q2 2022 | $4,454,000 | +0.6% | 63,447 | +11.2% | 0.42% | +12.9% |
| Q1 2022 | $4,427,000 | -17.0% | 57,076 | -13.4% | 0.37% | -17.1% |
| Q4 2021 | $5,332,000 | +906.0% | 65,914 | +812.9% | 0.45% | +648.3% |
| Q3 2021 | $530,000 | -11.1% | 7,220 | -10.9% | 0.06% | -16.7% |
| Q2 2021 | $596,000 | -17.3% | 8,100 | -22.3% | 0.07% | -37.4% |
| Q1 2021 | $721,000 | -10.4% | 10,426 | -12.1% | 0.12% | -31.5% |
| Q4 2020 | $805,000 | -6.2% | 11,867 | -11.9% | 0.17% | -20.4% |
| Q3 2020 | $858,000 | -69.4% | 13,466 | -70.9% | 0.21% | -74.0% |
| Q2 2020 | $2,807,000 | +26.6% | 46,302 | +12.8% | 0.81% | +7.0% |
| Q1 2020 | $2,217,000 | +1.5% | 41,056 | +23.3% | 0.76% | -31.3% |
| Q4 2019 | $2,185,000 | 0.0% | 33,307 | -2.3% | 1.10% | -0.4% |
| Q3 2019 | $2,185,000 | +48.6% | 34,081 | +43.1% | 1.11% | -22.7% |
| Q2 2019 | $1,470,000 | +7.9% | 23,817 | +2.8% | 1.43% | +22.9% |
| Q1 2019 | $1,362,000 | +28.0% | 23,167 | +14.2% | 1.16% | +9.4% |
| Q4 2018 | $1,064,000 | – | 20,295 | – | 1.06% | – |
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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% |