ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,014 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.24 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $747,043 | -25.2% | 10,337 | -21.2% | 0.16% | -19.2% |
| Q2 2023 | $998,162 | -55.9% | 13,123 | -57.5% | 0.20% | -58.1% |
| Q1 2023 | $2,263,649 | +1.2% | 30,848 | -0.6% | 0.47% | -6.7% |
| Q4 2022 | $2,236,901 | +8.5% | 31,025 | +2.4% | 0.51% | +2.2% |
| Q3 2022 | $2,061,000 | +4.5% | 30,295 | +14.0% | 0.50% | +15.1% |
| Q2 2022 | $1,973,000 | -5.9% | 26,572 | -6.9% | 0.43% | -7.3% |
| Q1 2022 | $2,097,000 | +4.6% | 28,556 | +8.4% | 0.46% | +16.2% |
| Q4 2021 | $2,004,000 | -1.0% | 26,351 | +1.0% | 0.40% | +0.5% |
| Q3 2021 | $2,025,000 | +5.3% | 26,093 | +3.4% | 0.40% | +3.6% |
| Q2 2021 | $1,923,000 | +3.1% | 25,224 | -2.5% | 0.38% | -1.3% |
| Q1 2021 | $1,865,000 | +11.1% | 25,868 | +1.8% | 0.39% | +2.6% |
| Q4 2020 | $1,678,000 | -5.8% | 25,418 | -9.3% | 0.38% | -12.7% |
| Q3 2020 | $1,782,000 | +23.1% | 28,019 | +17.4% | 0.43% | 0.0% |
| Q2 2020 | $1,448,000 | +25.5% | 23,875 | +11.7% | 0.43% | +8.2% |
| Q1 2020 | $1,154,000 | -25.3% | 21,366 | -9.3% | 0.40% | -3.1% |
| Q4 2019 | $1,545,000 | +25.1% | 23,554 | +22.3% | 0.41% | +17.9% |
| Q3 2019 | $1,235,000 | +12.9% | 19,263 | +8.7% | 0.35% | +11.1% |
| Q2 2019 | $1,094,000 | +47.2% | 17,725 | +40.2% | 0.32% | +45.6% |
| Q1 2019 | $743,000 | +61.2% | 12,639 | +43.8% | 0.22% | +43.7% |
| Q4 2018 | $461,000 | +36.8% | 8,790 | +48.6% | 0.15% | +58.9% |
| Q3 2018 | $337,000 | +12.7% | 5,915 | +5.3% | 0.10% | +9.2% |
| Q2 2018 | $299,000 | -4.5% | 5,615 | -6.8% | 0.09% | -5.4% |
| Q1 2018 | $313,000 | +24.2% | 6,027 | +26.3% | 0.09% | +29.6% |
| Q4 2017 | $252,000 | +8.6% | 4,773 | +3.4% | 0.07% | +2.9% |
| Q3 2017 | $232,000 | +8.4% | 4,614 | +5.6% | 0.07% | +6.2% |
| Q2 2017 | $214,000 | -4.0% | 4,369 | -11.1% | 0.06% | -21.7% |
| Q3 2016 | $223,000 | -3.0% | 4,912 | -1.5% | 0.08% | -2.4% |
| Q2 2016 | $230,000 | +5.0% | 4,986 | +0.2% | 0.08% | -1.2% |
| Q1 2016 | $219,000 | -25.8% | 4,975 | -29.5% | 0.09% | -27.1% |
| Q4 2015 | $295,000 | +39.8% | 7,060 | +32.6% | 0.12% | +28.3% |
| Q3 2015 | $211,000 | -66.6% | 5,325 | -66.0% | 0.09% | -62.9% |
| Q2 2015 | $632,000 | +42.0% | 15,675 | +45.2% | 0.25% | +42.5% |
| Q1 2015 | $445,000 | +78.7% | 10,797 | +75.3% | 0.17% | +77.6% |
| Q4 2014 | $249,000 | -7.1% | 6,160 | -17.0% | 0.10% | -7.5% |
| Q1 2014 | $268,000 | -23.6% | 7,426 | -25.0% | 0.11% | -28.4% |
| Q4 2013 | $351,000 | +8.3% | 9,900 | +1.5% | 0.15% | 0.0% |
| Q3 2013 | $324,000 | +36.1% | 9,750 | +33.6% | 0.15% | +29.8% |
| Q2 2013 | $238,000 | – | 7,300 | – | 0.11% | – |
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% |