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 | $16,009,373 | +101065.1% | 221,185 | +3.9% | 0.48% | +3.7% |
| Q2 2023 | $15,825 | -10.6% | 212,904 | -12.5% | 0.46% | -18.4% |
| Q1 2023 | $17,697 | -10.5% | 243,287 | -11.3% | 0.56% | -15.6% |
| Q4 2022 | $19,765 | -99.9% | 274,131 | -4.7% | 0.66% | -6.2% |
| Q3 2022 | $19,018,000 | +0.0% | 287,709 | +6.2% | 0.71% | +4.1% |
| Q2 2022 | $19,015,000 | -8.7% | 270,832 | +0.8% | 0.68% | +6.2% |
| Q1 2022 | $20,837,000 | -7.4% | 268,626 | -3.4% | 0.64% | -4.2% |
| Q4 2021 | $22,495,000 | +11.1% | 278,053 | +0.9% | 0.67% | -0.9% |
| Q3 2021 | $20,245,000 | -3.1% | 275,441 | -2.9% | 0.68% | -2.7% |
| Q2 2021 | $20,889,000 | +7.1% | 283,777 | +0.6% | 0.69% | +2.1% |
| Q1 2021 | $19,513,000 | +11.8% | 282,010 | +9.7% | 0.68% | +1.8% |
| Q4 2020 | $17,446,000 | +0.1% | 257,019 | -6.0% | 0.67% | -11.1% |
| Q3 2020 | $17,427,000 | +9.1% | 273,461 | +3.8% | 0.75% | -2.8% |
| Q2 2020 | $15,972,000 | +40.5% | 263,433 | +25.2% | 0.77% | +15.0% |
| Q1 2020 | $11,368,000 | -10.8% | 210,487 | +8.3% | 0.67% | +10.5% |
| Q4 2019 | $12,746,000 | +21.2% | 194,301 | +18.4% | 0.61% | +12.2% |
| Q3 2019 | $10,518,000 | +16.5% | 164,089 | +12.2% | 0.54% | +8.8% |
| Q2 2019 | $9,032,000 | -2.0% | 146,306 | -6.6% | 0.50% | -6.2% |
| Q1 2019 | $9,215,000 | +93.0% | 156,714 | +72.0% | 0.53% | +73.0% |
| Q4 2018 | $4,775,000 | -16.7% | 91,131 | -9.3% | 0.31% | -5.0% |
| Q3 2018 | $5,733,000 | +13.5% | 100,506 | +5.7% | 0.32% | +4.9% |
| Q2 2018 | $5,052,000 | – | 95,047 | – | 0.31% | – |
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% |