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 | $7,799,895 | -1.8% | 107,763 | +0.9% | 0.78% | +0.6% |
| Q2 2023 | $7,942,249 | +1.0% | 106,851 | -1.2% | 0.78% | -5.5% |
| Q1 2023 | $7,863,236 | +0.7% | 108,100 | -0.1% | 0.82% | -5.8% |
| Q4 2022 | $7,805,104 | +9.6% | 108,253 | +0.4% | 0.88% | -15.0% |
| Q3 2022 | $7,124,000 | -5.3% | 107,777 | +0.6% | 1.03% | +2.2% |
| Q2 2022 | $7,519,000 | -10.2% | 107,088 | -0.7% | 1.01% | +0.4% |
| Q1 2022 | $8,369,000 | -1.2% | 107,886 | +3.0% | 1.00% | -9.9% |
| Q4 2021 | $8,470,000 | +14.3% | 104,697 | +3.8% | 1.12% | -1.0% |
| Q3 2021 | $7,413,000 | +1.5% | 100,856 | +1.6% | 1.13% | -7.9% |
| Q2 2021 | $7,304,000 | +10.5% | 99,224 | +3.8% | 1.22% | -18.7% |
| Q1 2021 | $6,611,000 | -5.1% | 95,554 | -6.9% | 1.50% | -17.9% |
| Q4 2020 | $6,967,000 | +10.8% | 102,631 | +4.0% | 1.83% | -5.9% |
| Q3 2020 | $6,287,000 | +8.4% | 98,647 | +3.1% | 1.95% | -5.3% |
| Q2 2020 | $5,799,000 | +6.0% | 95,639 | -5.6% | 2.06% | -11.8% |
| Q1 2020 | $5,471,000 | -8.1% | 101,303 | +11.7% | 2.33% | +13.7% |
| Q4 2019 | $5,952,000 | +0.9% | 90,725 | -1.7% | 2.05% | -3.3% |
| Q3 2019 | $5,900,000 | +8.0% | 92,266 | +4.3% | 2.12% | -41.2% |
| Q2 2019 | $5,463,000 | +11.4% | 88,494 | +6.1% | 3.61% | +7.3% |
| Q1 2019 | $4,906,000 | +18.6% | 83,442 | +5.8% | 3.36% | +1.6% |
| Q4 2018 | $4,135,000 | -3.0% | 78,904 | +5.5% | 3.31% | +8.4% |
| Q3 2018 | $4,265,000 | +452.5% | 74,778 | +411.3% | 3.06% | +331.6% |
| Q4 2017 | $772,000 | -3.5% | 14,624 | -8.0% | 0.71% | -8.9% |
| Q3 2017 | $800,000 | +4.4% | 15,893 | +1.6% | 0.78% | +23.3% |
| Q2 2017 | $766,000 | – | 15,650 | – | 0.63% | – |
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% |