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 | $26,775,172 | +3.9% | 369,925 | +6.7% | 0.38% | +3.8% |
| Q2 2023 | $25,777,124 | +7.2% | 346,793 | +4.9% | 0.37% | -3.6% |
| Q1 2023 | $24,043,334 | -9.2% | 330,538 | -10.0% | 0.38% | -16.7% |
| Q4 2022 | $26,487,882 | +41.2% | 367,377 | +29.4% | 0.46% | +25.6% |
| Q3 2022 | $18,760,000 | -6.5% | 283,811 | -0.7% | 0.37% | -4.2% |
| Q2 2022 | $20,064,000 | -11.6% | 285,773 | -2.3% | 0.38% | +3.2% |
| Q1 2022 | $22,685,000 | -19.8% | 292,451 | -16.3% | 0.37% | -16.6% |
| Q4 2021 | $28,280,000 | +10.7% | 349,569 | +0.6% | 0.44% | +2.1% |
| Q3 2021 | $25,545,000 | -2.4% | 347,547 | -2.3% | 0.44% | -3.3% |
| Q2 2021 | $26,186,000 | -1.7% | 355,749 | -7.6% | 0.45% | -19.9% |
| Q1 2021 | $26,633,000 | -17.9% | 384,914 | -19.5% | 0.56% | -23.8% |
| Q4 2020 | $32,447,000 | -39.4% | 478,008 | -43.1% | 0.74% | -46.5% |
| Q3 2020 | $53,567,000 | +1.3% | 840,543 | -3.6% | 1.38% | -9.2% |
| Q2 2020 | $52,863,000 | +22.6% | 871,897 | +9.2% | 1.52% | -1.7% |
| Q1 2020 | $43,107,000 | -7.4% | 798,130 | +12.5% | 1.55% | +13.8% |
| Q4 2019 | $46,533,000 | – | 709,342 | – | 1.36% | – |
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% |