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 | $446,946 | -2.6% | 6,175 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $458,987 | +2.2% | 6,175 | 0.0% | 0.02% | -5.6% |
Q1 2023 | $449,169 | +0.9% | 6,175 | 0.0% | 0.02% | -5.3% |
Q4 2022 | $445,217 | +9.1% | 6,175 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $408,000 | -6.0% | 6,175 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $434,000 | -9.4% | 6,175 | 0.0% | 0.02% | +5.6% |
Q1 2022 | $479,000 | -4.2% | 6,175 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $500,000 | +10.1% | 6,175 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $454,000 | -0.2% | 6,175 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $455,000 | +88.0% | 6,175 | +37.9% | 0.02% | +20.0% |
Q1 2021 | $242,000 | -17.7% | 4,479 | +3.5% | 0.02% | +36.4% |
Q4 2020 | $294,000 | -1.0% | 4,329 | -7.0% | 0.01% | -15.4% |
Q3 2020 | $297,000 | +13.4% | 4,655 | +7.5% | 0.01% | +8.3% |
Q2 2020 | $262,000 | +8.3% | 4,329 | -3.3% | 0.01% | -7.7% |
Q1 2020 | $242,000 | -11.4% | 4,479 | +7.6% | 0.01% | -7.1% |
Q4 2019 | $273,000 | +2.2% | 4,162 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $267,000 | – | 4,162 | – | 0.01% | – |
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% |