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 | $47,853 | +434.8% | 660 | +436.6% | 0.00% | +300.0% |
| Q1 2023 | $8,948 | -64.9% | 123 | -65.3% | 0.00% | -50.0% |
| Q4 2022 | $25,523 | -86.7% | 354 | -87.8% | 0.00% | -88.2% |
| Q3 2022 | $192,000 | -45.3% | 2,899 | -42.0% | 0.02% | -45.2% |
| Q2 2022 | $351,000 | +14.7% | 4,995 | +10.6% | 0.03% | +6.9% |
| Q4 2020 | $306,000 | +10.1% | 4,515 | +3.5% | 0.03% | 0.0% |
| Q3 2020 | $278,000 | -8.3% | 4,363 | -12.7% | 0.03% | -9.4% |
| Q2 2020 | $303,000 | +12.2% | 5,000 | 0.0% | 0.03% | -3.0% |
| Q1 2020 | $270,000 | -25.0% | 5,000 | -8.9% | 0.03% | +10.0% |
| Q4 2019 | $360,000 | +12.1% | 5,487 | +9.7% | 0.03% | -33.3% |
| Q3 2019 | $321,000 | +3.2% | 5,000 | -0.8% | 0.04% | 0.0% |
| Q2 2019 | $311,000 | +5.1% | 5,038 | 0.0% | 0.04% | +12.5% |
| Q1 2019 | $296,000 | +12.1% | 5,038 | 0.0% | 0.04% | +11.1% |
| Q4 2018 | $264,000 | -8.0% | 5,038 | 0.0% | 0.04% | -21.7% |
| Q3 2018 | $287,000 | +4.7% | 5,038 | -2.1% | 0.05% | +4.5% |
| Q2 2018 | $274,000 | -1.8% | 5,147 | -4.2% | 0.04% | -4.3% |
| Q1 2018 | $279,000 | -2.4% | 5,374 | -0.9% | 0.05% | +2.2% |
| Q4 2017 | $286,000 | +4.8% | 5,423 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $273,000 | -32.6% | 5,423 | -34.4% | 0.04% | -22.4% |
| Q2 2017 | $405,000 | -24.9% | 8,271 | -26.8% | 0.06% | -23.7% |
| Q1 2017 | $539,000 | +5.9% | 11,298 | +0.4% | 0.08% | -1.3% |
| Q4 2016 | $509,000 | -24.9% | 11,258 | -24.5% | 0.08% | -25.2% |
| Q3 2016 | $678,000 | – | 14,919 | – | 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% |