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 | $31,489,136 | -4.1% | 435,053 | -1.6% | 0.01% | 0.0% |
| Q2 2023 | $32,851,853 | +2.6% | 441,973 | +0.4% | 0.01% | -7.1% |
| Q1 2023 | $32,025,022 | +2.4% | 440,267 | +1.5% | 0.01% | 0.0% |
| Q4 2022 | $31,278,278 | +6.5% | 433,818 | -2.4% | 0.01% | 0.0% |
| Q3 2022 | $29,366,000 | -7.6% | 444,273 | -1.8% | 0.01% | -6.7% |
| Q2 2022 | $31,769,000 | -35.0% | 452,482 | -28.2% | 0.02% | -21.1% |
| Q1 2022 | $48,852,000 | -12.9% | 629,781 | -9.1% | 0.02% | -5.0% |
| Q4 2021 | $56,077,000 | -33.2% | 693,160 | -39.3% | 0.02% | -39.4% |
| Q3 2021 | $83,927,000 | +1.0% | 1,141,865 | +1.2% | 0.03% | 0.0% |
| Q2 2021 | $83,086,000 | +4.8% | 1,128,726 | -1.5% | 0.03% | -5.7% |
| Q1 2021 | $79,249,000 | +1.9% | 1,145,382 | +0.0% | 0.04% | -5.4% |
| Q4 2020 | $77,742,000 | +7.6% | 1,145,281 | +1.1% | 0.04% | -5.1% |
| Q3 2020 | $72,224,000 | +3.8% | 1,133,277 | -1.3% | 0.04% | -4.9% |
| Q2 2020 | $69,595,000 | +26463.0% | 1,147,861 | +26965.8% | 0.04% | – |
| Q2 2019 | $262,000 | -99.3% | 4,241 | -99.3% | 0.00% | -100.0% |
| Q1 2019 | $37,061,000 | -37.2% | 630,296 | -44.0% | 0.02% | -45.5% |
| Q4 2018 | $59,020,000 | – | 1,126,335 | – | 0.04% | – |
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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% |