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 | $4,889,611 | +26.6% | 67,203 | +29.4% | 0.21% | +32.9% |
| Q2 2023 | $3,860,902 | +4.9% | 51,943 | +2.7% | 0.16% | -2.4% |
| Q1 2023 | $3,678,885 | +11.5% | 50,576 | +10.5% | 0.16% | +6.5% |
| Q4 2022 | $3,299,683 | +33.3% | 45,765 | +22.2% | 0.16% | +20.2% |
| Q3 2022 | $2,476,000 | -5.9% | 37,466 | 0.0% | 0.13% | -5.8% |
| Q2 2022 | $2,630,000 | -16.2% | 37,466 | -7.3% | 0.14% | +7.0% |
| Q1 2022 | $3,137,000 | -4.1% | 40,436 | +0.0% | 0.13% | -2.3% |
| Q4 2021 | $3,271,000 | +10.1% | 40,428 | +0.0% | 0.13% | -2.2% |
| Q3 2021 | $2,970,000 | -0.2% | 40,410 | 0.0% | 0.13% | -5.6% |
| Q2 2021 | $2,975,000 | +6.4% | 40,410 | +0.0% | 0.14% | -0.7% |
| Q1 2021 | $2,795,000 | +1.9% | 40,393 | 0.0% | 0.14% | -10.6% |
| Q4 2020 | $2,742,000 | +6.5% | 40,393 | +0.0% | 0.16% | -10.1% |
| Q3 2020 | $2,574,000 | +5.1% | 40,381 | +0.0% | 0.18% | -3.8% |
| Q2 2020 | $2,448,000 | +7.6% | 40,369 | -4.1% | 0.18% | -12.7% |
| Q1 2020 | $2,275,000 | -17.5% | 42,114 | +0.2% | 0.21% | -7.8% |
| Q4 2019 | $2,758,000 | +3.6% | 42,040 | +1.2% | 0.23% | -7.3% |
| Q3 2019 | $2,663,000 | +3.9% | 41,540 | 0.0% | 0.25% | +1.6% |
| Q2 2019 | $2,564,000 | +5.0% | 41,540 | 0.0% | 0.24% | -0.4% |
| Q1 2019 | $2,443,000 | +12.2% | 41,540 | 0.0% | 0.24% | +7.5% |
| Q4 2018 | $2,177,000 | -34.2% | 41,540 | -28.4% | 0.23% | -22.2% |
| Q3 2018 | $3,308,000 | +7.3% | 58,000 | 0.0% | 0.29% | +1.4% |
| Q2 2018 | $3,083,000 | +2.4% | 58,000 | 0.0% | 0.29% | 0.0% |
| Q1 2018 | $3,012,000 | -1.1% | 58,000 | +0.5% | 0.29% | -6.2% |
| Q4 2017 | $3,047,000 | +9.9% | 57,725 | +4.8% | 0.31% | -4.9% |
| Q3 2017 | $2,772,000 | – | 55,075 | – | 0.32% | – |
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% |