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 | $359 | -2.7% | 4,962 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $369 | +2.2% | 4,962 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $361 | -0.6% | 4,962 | -1.5% | 0.01% | 0.0% |
| Q4 2022 | $363 | -99.9% | 5,039 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $333,000 | -5.9% | 5,039 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $354,000 | -9.5% | 5,039 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $391,000 | +11.1% | 5,039 | +15.8% | 0.01% | +14.3% |
| Q4 2021 | $352,000 | +12.1% | 4,352 | +1.8% | 0.01% | +16.7% |
| Q3 2021 | $314,000 | -24.2% | 4,275 | -24.0% | 0.01% | -40.0% |
| Q2 2021 | $414,000 | +2.7% | 5,627 | -3.4% | 0.01% | 0.0% |
| Q1 2021 | $403,000 | +1.8% | 5,827 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $396,000 | +6.7% | 5,827 | 0.0% | 0.01% | -7.7% |
| Q3 2020 | $371,000 | +30.6% | 5,827 | +24.3% | 0.01% | +18.2% |
| Q2 2020 | $284,000 | +22.9% | 4,687 | +9.6% | 0.01% | 0.0% |
| Q1 2020 | $231,000 | -23.0% | 4,277 | -6.6% | 0.01% | -8.3% |
| Q4 2019 | $300,000 | +7.9% | 4,577 | +5.6% | 0.01% | 0.0% |
| Q3 2019 | $278,000 | -17.8% | 4,336 | -20.7% | 0.01% | -20.0% |
| Q2 2019 | $338,000 | -99.9% | 5,471 | -6.9% | 0.02% | -11.8% |
| Q1 2017 | $280,403,000 | – | 5,876 | – | 0.02% | – |
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% |