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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,167,000 | +10.8% | 15,044 | +5.0% | 0.39% | +6.3% |
| Q3 2021 | $1,053,000 | +0.4% | 14,324 | -1.4% | 0.36% | -10.6% |
| Q1 2021 | $1,049,000 | -2.8% | 14,529 | -8.6% | 0.41% | -12.8% |
| Q4 2020 | $1,079,000 | -3.1% | 15,897 | -4.9% | 0.47% | -10.4% |
| Q3 2020 | $1,113,000 | +149.6% | 16,712 | +145.8% | 0.52% | +5.0% |
| Q4 2019 | $446,000 | – | 6,799 | – | 0.50% | – |
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% |