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 | $318,757 | +17.6% | 4,403 | +20.8% | 0.00% | – |
| Q2 2023 | $271,038 | -5.4% | 3,646 | -7.4% | 0.00% | – |
| Q1 2023 | $286,571 | -25.4% | 3,939 | -17.0% | 0.00% | – |
| Q4 2021 | $384,000 | +91.0% | 4,744 | +73.5% | 0.00% | – |
| Q3 2021 | $201,000 | -3.4% | 2,735 | -3.0% | 0.00% | – |
| Q2 2021 | $208,000 | +2.0% | 2,821 | -4.4% | 0.00% | – |
| Q1 2021 | $204,000 | -3.3% | 2,950 | -5.1% | 0.00% | – |
| Q4 2020 | $211,000 | -7.0% | 3,109 | -16.8% | 0.00% | – |
| Q2 2020 | $227,000 | +4.6% | 3,736 | -7.2% | 0.00% | – |
| Q1 2020 | $217,000 | -24.1% | 4,026 | -7.6% | 0.00% | – |
| Q4 2019 | $286,000 | +39.5% | 4,359 | +21.4% | 0.00% | – |
| Q3 2018 | $205,000 | – | 3,592 | – | 0.00% | – |
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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% |