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 | $601,000 | -4.0% | 7,750 | +0.1% | 0.36% | -1.6% |
| Q4 2021 | $626,000 | +8.1% | 7,741 | -1.7% | 0.37% | -2.7% |
| Q3 2021 | $579,000 | -5.4% | 7,875 | -5.2% | 0.38% | -17.2% |
| Q2 2021 | $612,000 | +4.1% | 8,307 | -2.3% | 0.45% | +9.7% |
| Q1 2021 | $588,000 | -17.4% | 8,500 | -19.0% | 0.41% | -13.6% |
| Q4 2020 | $712,000 | -13.3% | 10,488 | -18.5% | 0.48% | -18.5% |
| Q3 2020 | $821,000 | +5.1% | 12,875 | +0.0% | 0.59% | -0.5% |
| Q2 2020 | $781,000 | -99.9% | 12,874 | +0.0% | 0.59% | -3.3% |
| Q1 2020 | $695,000,000 | -38.3% | 12,872 | -25.0% | 0.61% | -33.3% |
| Q4 2019 | $1,126,000,000 | – | 17,157 | – | 0.92% | – |
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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% |