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 | $76,195 | +26.2% | 1,048 | +29.1% | 0.00% | +50.0% |
| Q2 2023 | $60,356 | +16.7% | 812 | +14.2% | 0.00% | 0.0% |
| Q1 2023 | $51,719 | +10.7% | 711 | +9.7% | 0.00% | 0.0% |
| Q4 2022 | $46,721 | +484.0% | 648 | +418.4% | 0.00% | – |
| Q3 2022 | $8,000 | -50.0% | 125 | -45.7% | 0.00% | -100.0% |
| Q2 2022 | $16,000 | +433.3% | 230 | +489.7% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | -92.7% | 39 | -93.0% | 0.00% | -100.0% |
| Q2 2021 | $41,000 | -44.6% | 554 | -48.2% | 0.00% | -60.0% |
| Q1 2021 | $74,000 | +5.7% | 1,069 | +3.8% | 0.01% | 0.0% |
| Q4 2020 | $70,000 | +112.1% | 1,030 | +100.0% | 0.01% | +66.7% |
| Q3 2020 | $33,000 | +6.5% | 515 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $31,000 | – | 515 | – | 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% |