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 | $1,231 | -2.6% | 17 | 0.0% | 0.00% | – |
| Q2 2023 | $1,264 | +2.2% | 17 | 0.0% | 0.00% | – |
| Q1 2023 | $1,237 | +0.9% | 17 | 0.0% | 0.00% | – |
| Q4 2022 | $1,226 | -93.9% | 17 | -93.7% | 0.00% | -100.0% |
| Q2 2021 | $20,000 | -33.3% | 270 | -37.2% | 0.00% | -50.0% |
| Q1 2021 | $30,000 | +3.4% | 430 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $29,000 | -35.6% | 430 | -39.7% | 0.00% | -33.3% |
| Q3 2020 | $45,000 | -95.6% | 713 | -95.8% | 0.00% | -95.8% |
| Q2 2020 | $1,027,000 | -12.4% | 16,939 | -21.9% | 0.07% | -28.0% |
| Q1 2020 | $1,172,000 | -15.7% | 21,693 | +2.3% | 0.10% | +7.5% |
| Q4 2019 | $1,391,000 | +6.6% | 21,208 | +4.1% | 0.09% | -1.1% |
| Q3 2019 | $1,305,000 | +25.5% | 20,363 | +20.9% | 0.09% | +20.5% |
| Q2 2019 | $1,040,000 | +21.2% | 16,848 | +15.5% | 0.08% | +16.4% |
| Q1 2019 | $858,000 | +14.4% | 14,589 | +2.0% | 0.07% | -2.9% |
| Q4 2018 | $750,000 | -8.2% | 14,309 | -0.1% | 0.07% | +7.8% |
| Q3 2018 | $817,000 | +7.1% | 14,327 | -0.2% | 0.06% | -1.5% |
| Q2 2018 | $763,000 | +0.9% | 14,360 | -1.4% | 0.06% | -1.5% |
| Q1 2018 | $756,000 | +3.4% | 14,565 | +5.2% | 0.07% | +3.1% |
| Q4 2017 | $731,000 | +8.3% | 13,845 | +3.3% | 0.06% | +4.9% |
| Q3 2017 | $675,000 | +12.1% | 13,405 | +9.0% | 0.06% | +5.2% |
| Q2 2017 | $602,000 | +24.6% | 12,299 | +21.5% | 0.06% | +18.4% |
| Q1 2017 | $483,000 | +6.4% | 10,126 | +0.8% | 0.05% | +2.1% |
| Q4 2016 | $454,000 | +11.0% | 10,047 | +11.7% | 0.05% | +6.7% |
| Q3 2016 | $409,000 | +10.8% | 8,994 | +7.1% | 0.04% | +4.7% |
| Q1 2016 | $369,000 | +5.1% | 8,400 | 0.0% | 0.04% | -2.3% |
| Q4 2015 | $351,000 | – | 8,400 | – | 0.04% | – |
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% |