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 | $213,703 | -18.8% | 2,953 | -16.7% | 0.00% | -20.0% |
| Q2 2023 | $263,316 | +9.3% | 3,543 | +7.0% | 0.01% | 0.0% |
| Q1 2023 | $240,934 | -4.3% | 3,312 | -5.2% | 0.01% | 0.0% |
| Q4 2022 | $251,771 | +9.9% | 3,492 | +0.9% | 0.01% | 0.0% |
| Q3 2022 | $229,000 | -22.6% | 3,462 | -17.7% | 0.01% | -16.7% |
| Q2 2022 | $296,000 | -12.9% | 4,209 | -3.9% | 0.01% | 0.0% |
| Q1 2022 | $340,000 | -17.5% | 4,379 | -14.0% | 0.01% | -14.3% |
| Q4 2021 | $412,000 | -7.4% | 5,094 | -15.8% | 0.01% | -12.5% |
| Q3 2021 | $445,000 | -14.9% | 6,049 | -14.8% | 0.01% | -11.1% |
| Q2 2021 | $523,000 | -21.6% | 7,099 | -26.3% | 0.01% | -30.8% |
| Q1 2021 | $667,000 | -93.7% | 9,633 | -93.8% | 0.01% | -93.9% |
| Q4 2020 | $10,548,000 | +1.3% | 155,393 | -4.9% | 0.21% | -13.4% |
| Q3 2020 | $10,412,000 | -3.3% | 163,378 | -8.0% | 0.25% | -6.8% |
| Q2 2020 | $10,763,000 | -2.4% | 177,524 | -13.1% | 0.26% | -20.9% |
| Q1 2020 | $11,027,000 | -27.7% | 204,174 | -12.1% | 0.34% | +0.3% |
| Q4 2019 | $15,245,000 | +23.4% | 232,394 | +20.5% | 0.33% | +14.8% |
| Q3 2019 | $12,359,000 | +129.8% | 192,813 | +121.4% | 0.29% | +131.0% |
| Q2 2019 | $5,377,000 | +8.6% | 87,097 | +3.4% | 0.13% | +12.5% |
| Q1 2019 | $4,952,000 | +23.6% | 84,225 | +10.1% | 0.11% | +8.7% |
| Q4 2018 | $4,008,000 | -10.3% | 76,483 | -2.3% | 0.10% | +10.8% |
| Q3 2018 | $4,467,000 | +6.7% | 78,318 | -2.8% | 0.09% | +13.4% |
| Q1 2018 | $4,185,000 | -5.4% | 80,591 | -3.8% | 0.08% | -3.5% |
| Q4 2017 | $4,423,000 | +2.3% | 83,795 | -2.4% | 0.08% | +6.2% |
| Q3 2017 | $4,322,000 | +3.3% | 85,863 | +0.4% | 0.08% | 0.0% |
| Q2 2017 | $4,183,000 | +3.6% | 85,482 | +1.1% | 0.08% | +3.9% |
| Q1 2017 | $4,037,000 | +12.0% | 84,590 | +6.2% | 0.08% | +5.5% |
| Q4 2016 | $3,603,000 | -7.7% | 79,670 | -7.3% | 0.07% | -6.4% |
| Q3 2016 | $3,905,000 | -0.9% | 85,960 | +0.8% | 0.08% | -8.2% |
| Q2 2016 | $3,940,000 | +39.2% | 85,255 | +32.3% | 0.08% | +39.3% |
| Q1 2016 | $2,831,000 | – | 64,445 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cassia Capital Partners, LLC | 382,000 | $27,649,146 | 22.63% |
| Financial Advisors, LLC | 1,084,310 | $78,482,329 | 19.43% |
| Wealth Advisors of Iowa, LLC | 327,608 | $23,712,270 | 16.68% |
| Sovereign Investment Advisors, LLC | 384,417 | $27,824,110 | 10.91% |
| Wells Financial Advisors INC | 190,211 | $13,767,467 | 10.70% |
| Halpern Financial, Inc. | 420,898 | $30,464,595 | 10.52% |
| GRAYHAWK INVESTMENT STRATEGIES INC. | 201,535 | $14,587,103 | 9.79% |
| Darrow Company, Inc. | 153,486 | $11,109,352 | 9.74% |
| Lowe Wealth Advisors, LLC | 249,740 | $18,076,145 | 9.61% |
| Adaptive Financial Consulting, LLC | 221,023 | $15,997,670 | 9.06% |