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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $30,744 | +7.8% | 394 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $28,518 | +18.8% | 394 | +22.0% | 0.00% | 0.0% |
| Q2 2023 | $24,009 | -9.8% | 323 | -11.7% | 0.00% | 0.0% |
| Q1 2023 | $26,623 | +33600.0% | 366 | -66.6% | 0.00% | -66.7% |
| Q4 2022 | $79 | -99.9% | 1,096 | +8.7% | 0.00% | 0.0% |
| Q3 2022 | $67,000 | -8.2% | 1,008 | -2.7% | 0.00% | 0.0% |
| Q2 2022 | $73,000 | -53.2% | 1,036 | -48.4% | 0.00% | -50.0% |
| Q1 2022 | $156,000 | -40.2% | 2,008 | -37.7% | 0.01% | -40.0% |
| Q4 2021 | $261,000 | +252.7% | 3,225 | +222.5% | 0.01% | +233.3% |
| Q3 2021 | $74,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $74,000 | -18.7% | 1,000 | -25.0% | 0.00% | -40.0% |
| Q4 2020 | $91,000 | +2933.3% | 1,334 | +2325.5% | 0.01% | – |
| Q2 2020 | $3,000 | -97.9% | 55 | -97.5% | 0.00% | -100.0% |
| Q4 2019 | $143,000 | +6.7% | 2,176 | +4.2% | 0.01% | 0.0% |
| Q3 2019 | $134,000 | +3.9% | 2,089 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $129,000 | -99.9% | 2,089 | -19.3% | 0.01% | -18.2% |
| Q1 2019 | $152,233,000 | +54.9% | 2,589 | +38.1% | 0.01% | +37.5% |
| Q4 2018 | $98,250,000 | -54.1% | 1,875 | -50.0% | 0.01% | -50.0% |
| Q3 2018 | $213,900,000 | -46.4% | 3,750 | -50.0% | 0.02% | -50.0% |
| Q2 2018 | $398,700,000 | +2.4% | 7,500 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $389,475,000 | -1.6% | 7,500 | 0.0% | 0.03% | -3.0% |
| Q4 2017 | $395,850,000 | +14.2% | 7,500 | 0.0% | 0.03% | -25.0% |
| Q2 2016 | $346,575,000 | – | 7,500 | – | 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% |