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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $250,000 | -98.7% | 3,400 | -98.8% | 0.00% | -100.0% |
| Q4 2020 | $19,013,000 | +6.5% | 280,092 | 0.0% | 0.01% | -18.2% |
| Q3 2020 | $17,850,000 | +5.1% | 280,092 | 0.0% | 0.01% | -8.3% |
| Q2 2020 | $16,982,000 | +11.3% | 280,092 | -0.9% | 0.01% | -7.7% |
| Q1 2020 | $15,260,000 | +184.6% | 282,546 | +245.7% | 0.01% | +225.0% |
| Q4 2019 | $5,361,000 | +1445.0% | 81,725 | +1150.8% | 0.00% | – |
| Q2 2018 | $347,000 | -3.1% | 6,534 | -5.3% | 0.00% | – |
| Q1 2018 | $358,000 | -77.9% | 6,900 | -77.5% | 0.00% | -100.0% |
| Q4 2017 | $1,617,000 | -26.3% | 30,643 | -29.7% | 0.00% | -50.0% |
| Q3 2017 | $2,195,000 | +398.9% | 43,604 | +347.7% | 0.00% | – |
| Q4 2016 | $440,000 | -10.8% | 9,740 | -10.2% | 0.00% | – |
| Q3 2016 | $493,000 | +9.6% | 10,852 | +11.4% | 0.00% | – |
| Q2 2016 | $450,000 | -63.0% | 9,741 | -66.5% | 0.00% | -100.0% |
| Q4 2015 | $1,216,000 | +35.4% | 29,077 | +28.1% | 0.00% | 0.0% |
| Q3 2015 | $898,000 | +221.9% | 22,694 | +235.4% | 0.00% | – |
| Q1 2015 | $279,000 | -81.0% | 6,766 | -81.4% | 0.00% | -100.0% |
| Q4 2014 | $1,472,000 | +587.9% | 36,357 | +531.6% | 0.00% | – |
| Q2 2014 | $214,000 | -94.1% | 5,756 | -94.3% | 0.00% | -100.0% |
| Q4 2013 | $3,605,000 | -34.4% | 101,541 | -38.6% | 0.00% | -40.0% |
| Q3 2013 | $5,498,000 | +1789.3% | 165,444 | +1753.7% | 0.01% | – |
| Q2 2013 | $291,000 | – | 8,925 | – | 0.00% | – |
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% |