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 | $403,809 | -14.7% | 5,579 | -12.4% | 0.02% | -10.0% |
| Q2 2023 | $473,334 | -10.8% | 6,368 | -12.7% | 0.02% | -16.7% |
| Q1 2023 | $530,348 | +43300.0% | 7,291 | -57.0% | 0.02% | -27.3% |
| Q4 2022 | $1,222 | -99.8% | 16,948 | +93.2% | 0.03% | -15.4% |
| Q3 2022 | $580,000 | +13.5% | 8,771 | +20.5% | 0.04% | +2.6% |
| Q2 2022 | $511,000 | -43.9% | 7,277 | -38.0% | 0.04% | -24.0% |
| Q1 2022 | $911,000 | -14.5% | 11,735 | -10.9% | 0.05% | -7.4% |
| Q4 2021 | $1,066,000 | +1.7% | 13,177 | -7.6% | 0.05% | -6.9% |
| Q3 2021 | $1,048,000 | -2.8% | 14,260 | -2.6% | 0.06% | -1.7% |
| Q2 2021 | $1,078,000 | +4.6% | 14,647 | -1.7% | 0.06% | -3.3% |
| Q1 2021 | $1,031,000 | +10.0% | 14,896 | +7.9% | 0.06% | +5.2% |
| Q4 2020 | $937,000 | +43.9% | 13,808 | +35.2% | 0.06% | +26.1% |
| Q3 2020 | $651,000 | +7.1% | 10,214 | +1.9% | 0.05% | +2.2% |
| Q2 2020 | $608,000 | +13.6% | 10,027 | +1.3% | 0.04% | -13.5% |
| Q1 2020 | $535,000 | -27.8% | 9,896 | -12.4% | 0.05% | -20.0% |
| Q4 2019 | $741,000 | +108.1% | 11,297 | +103.1% | 0.06% | +91.2% |
| Q3 2019 | $356,000 | +2.9% | 5,563 | -0.9% | 0.03% | +3.0% |
| Q2 2019 | $346,000 | -35.3% | 5,612 | -38.3% | 0.03% | -37.7% |
| Q1 2019 | $535,000 | – | 9,096 | – | 0.05% | – |
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% |