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 | $276,492 | -4.1% | 3,820 | -1.5% | 0.03% | 0.0% |
| Q2 2023 | $288,400 | +2.7% | 3,880 | +0.5% | 0.03% | -3.1% |
| Q1 2023 | $280,849 | +3.3% | 3,861 | +2.4% | 0.03% | 0.0% |
| Q4 2022 | $271,961 | +4.2% | 3,772 | -4.4% | 0.03% | -5.9% |
| Q3 2022 | $261,000 | -0.8% | 3,946 | +5.3% | 0.03% | +6.2% |
| Q2 2022 | $263,000 | -11.1% | 3,749 | -1.9% | 0.03% | +6.7% |
| Q1 2022 | $296,000 | -1.3% | 3,822 | +3.0% | 0.03% | +3.4% |
| Q4 2021 | $300,000 | +13.2% | 3,712 | +3.0% | 0.03% | +7.4% |
| Q3 2021 | $265,000 | -4.3% | 3,604 | -4.2% | 0.03% | -3.6% |
| Q2 2021 | $277,000 | -2.8% | 3,761 | -8.7% | 0.03% | -9.7% |
| Q1 2021 | $285,000 | -2.1% | 4,120 | -3.9% | 0.03% | -6.1% |
| Q4 2020 | $291,000 | +12.4% | 4,286 | +5.6% | 0.03% | 0.0% |
| Q3 2020 | $259,000 | +12.1% | 4,059 | +6.4% | 0.03% | +6.5% |
| Q2 2020 | $231,000 | +11.6% | 3,815 | +13.9% | 0.03% | +10.7% |
| Q2 2019 | $207,000 | +43.8% | 3,350 | +21.8% | 0.03% | +47.4% |
| Q4 2018 | $144,000 | -8.3% | 2,750 | 0.0% | 0.02% | +5.6% |
| Q3 2018 | $157,000 | -17.8% | 2,750 | -23.4% | 0.02% | -21.7% |
| Q2 2018 | $191,000 | +2.7% | 3,590 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $186,000 | -7.0% | 3,590 | -5.3% | 0.02% | -4.2% |
| Q4 2017 | $200,000 | +5.3% | 3,790 | 0.0% | 0.02% | -4.0% |
| Q3 2017 | $190,000 | +2.2% | 3,790 | 0.0% | 0.02% | -7.4% |
| Q2 2017 | $186,000 | -16.6% | 3,790 | -19.1% | 0.03% | -18.2% |
| Q1 2017 | $223,000 | +5.2% | 4,685 | 0.0% | 0.03% | -13.2% |
| Q4 2016 | $212,000 | -1.9% | 4,685 | -1.6% | 0.04% | -2.6% |
| Q3 2016 | $216,000 | -1.8% | 4,760 | 0.0% | 0.04% | -2.5% |
| Q2 2016 | $220,000 | +5.3% | 4,760 | 0.0% | 0.04% | +8.1% |
| Q1 2016 | $209,000 | +5.0% | 4,760 | 0.0% | 0.04% | +2.8% |
| Q4 2015 | $199,000 | +4.7% | 4,760 | -1.2% | 0.04% | -2.7% |
| Q3 2015 | $190,000 | -23.1% | 4,820 | -21.2% | 0.04% | -14.0% |
| Q2 2015 | $247,000 | -19.3% | 6,120 | -17.5% | 0.04% | -21.8% |
| Q1 2015 | $306,000 | -13.6% | 7,420 | -15.3% | 0.06% | -15.4% |
| Q4 2014 | $354,000 | +3.2% | 8,760 | -3.7% | 0.06% | +1.6% |
| Q3 2014 | $343,000 | -56.0% | 9,100 | -56.5% | 0.06% | -50.8% |
| Q2 2014 | $779,000 | +32.5% | 20,932 | +28.2% | 0.13% | +30.0% |
| Q1 2014 | $588,000 | – | 16,322 | – | 0.10% | – |
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% |