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 | $1,251,622 | -5.0% | 17,292 | -2.5% | 0.00% | 0.0% |
| Q2 2023 | $1,317,658 | -0.9% | 17,727 | -3.0% | 0.00% | 0.0% |
| Q1 2023 | $1,329,042 | -19.1% | 18,271 | -19.8% | 0.00% | -33.3% |
| Q4 2022 | $1,643,529 | -44.4% | 22,795 | -49.0% | 0.00% | -50.0% |
| Q3 2022 | $2,956,000 | -2.9% | 44,720 | +3.2% | 0.01% | 0.0% |
| Q2 2022 | $3,043,000 | -13.3% | 43,340 | -4.2% | 0.01% | +20.0% |
| Q1 2022 | $3,510,000 | -7.5% | 45,246 | -3.5% | 0.01% | 0.0% |
| Q4 2021 | $3,793,000 | +10.1% | 46,877 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $3,445,000 | -35.9% | 46,877 | -35.8% | 0.01% | -37.5% |
| Q2 2021 | $5,378,000 | +6.4% | 73,071 | -0.0% | 0.01% | -11.1% |
| Q1 2021 | $5,056,000 | -24.0% | 73,078 | -25.4% | 0.01% | -25.0% |
| Q4 2020 | $6,651,000 | -6.8% | 97,971 | -12.5% | 0.01% | -20.0% |
| Q3 2020 | $7,137,000 | -33.9% | 111,987 | -37.2% | 0.02% | -40.0% |
| Q2 2020 | $10,805,000 | -2.9% | 178,224 | -13.4% | 0.02% | -26.5% |
| Q1 2020 | $11,122,000 | -15.8% | 205,917 | +2.3% | 0.03% | 0.0% |
| Q4 2019 | $13,209,000 | +0.4% | 201,367 | -1.9% | 0.03% | -8.1% |
| Q3 2019 | $13,154,000 | +18.9% | 205,209 | +14.5% | 0.04% | +15.6% |
| Q2 2019 | $11,064,000 | +9.3% | 179,228 | +4.1% | 0.03% | +10.3% |
| Q1 2019 | $10,124,000 | +96.4% | 172,173 | +75.0% | 0.03% | +70.6% |
| Q4 2018 | $5,156,000 | +693.2% | 98,403 | +763.7% | 0.02% | +750.0% |
| Q3 2018 | $650,000 | -19.8% | 11,393 | -25.2% | 0.00% | 0.0% |
| Q2 2018 | $810,000 | +37.5% | 15,240 | +34.4% | 0.00% | 0.0% |
| Q1 2018 | $589,000 | -25.7% | 11,343 | -24.4% | 0.00% | -33.3% |
| Q4 2017 | $793,000 | +4.6% | 15,013 | -0.3% | 0.00% | 0.0% |
| Q3 2017 | $758,000 | +14.0% | 15,064 | +10.8% | 0.00% | +50.0% |
| Q2 2017 | $665,000 | -9.4% | 13,590 | -11.7% | 0.00% | -33.3% |
| Q1 2017 | $734,000 | -27.1% | 15,388 | -30.9% | 0.00% | -25.0% |
| Q4 2016 | $1,007,000 | -67.5% | 22,281 | -67.4% | 0.00% | -63.6% |
| Q3 2016 | $3,103,000 | +3.3% | 68,319 | +5.1% | 0.01% | 0.0% |
| Q2 2016 | $3,004,000 | +446.2% | 65,008 | +368.3% | 0.01% | +450.0% |
| Q3 2015 | $550,000 | -1.8% | 13,883 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $560,000 | -2.3% | 13,883 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $573,000 | +31.4% | 13,883 | +28.9% | 0.00% | +100.0% |
| Q4 2014 | $436,000 | +7.4% | 10,768 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $406,000 | – | 10,768 | – | 0.00% | – |
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% |