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 2022 | $3,227,000 | -13.5% | 48,820 | -8.1% | 0.40% | -12.6% |
| Q2 2022 | $3,731,000 | -10.2% | 53,137 | -0.8% | 0.46% | -4.6% |
| Q1 2022 | $4,157,000 | -3.3% | 53,586 | +0.8% | 0.48% | +0.4% |
| Q4 2021 | $4,300,000 | +15.3% | 53,154 | +4.7% | 0.48% | +3.9% |
| Q3 2021 | $3,731,000 | -1.3% | 50,758 | -1.2% | 0.46% | +0.7% |
| Q2 2021 | $3,781,000 | +6.1% | 51,366 | -0.3% | 0.46% | -2.3% |
| Q1 2021 | $3,563,000 | +12.8% | 51,498 | +10.7% | 0.47% | +5.9% |
| Q4 2020 | $3,158,000 | +20.0% | 46,518 | +12.6% | 0.44% | -2.2% |
| Q3 2020 | $2,632,000 | +20.6% | 41,304 | +14.7% | 0.45% | -0.2% |
| Q2 2020 | $2,183,000 | +28.3% | 36,004 | +14.3% | 0.46% | +4.8% |
| Q1 2020 | $1,701,000 | +16.0% | 31,497 | +41.0% | 0.43% | +61.9% |
| Q4 2019 | $1,466,000 | +16.6% | 22,340 | +13.9% | 0.27% | +0.8% |
| Q3 2019 | $1,257,000 | +28.7% | 19,606 | +23.9% | 0.27% | +35.0% |
| Q2 2019 | $977,000 | +30.4% | 15,823 | +24.2% | 0.20% | +23.1% |
| Q1 2019 | $749,000 | +28.0% | 12,735 | +14.2% | 0.16% | -0.6% |
| Q4 2018 | $585,000 | -12.3% | 11,156 | -4.7% | 0.16% | +21.1% |
| Q3 2018 | $667,000 | +34.7% | 11,702 | +25.8% | 0.13% | +23.1% |
| Q2 2018 | $495,000 | +16.7% | 9,305 | +14.0% | 0.11% | +11.3% |
| Q1 2018 | $424,000 | +42.3% | 8,163 | +44.4% | 0.10% | +40.6% |
| Q4 2017 | $298,000 | +42.6% | 5,655 | +35.9% | 0.07% | +32.7% |
| Q3 2017 | $209,000 | – | 4,160 | – | 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% |