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 | $59,277,000 | +86.1% | 819,123 | +91.1% | 0.11% | +76.2% |
| Q2 2023 | $31,846,000 | +7.7% | 428,631 | +5.5% | 0.06% | -3.1% |
| Q1 2023 | $29,573,000 | -0.4% | 406,429 | -1.5% | 0.06% | -4.4% |
| Q4 2022 | $29,702,000 | -15.6% | 412,648 | -22.6% | 0.07% | -27.7% |
| Q3 2022 | $35,188,000 | +0.5% | 532,815 | +6.8% | 0.09% | +4.4% |
| Q2 2022 | $35,002,000 | -11.7% | 498,944 | -2.4% | 0.09% | +2.3% |
| Q1 2022 | $39,634,000 | -5.8% | 511,331 | -1.8% | 0.09% | -4.3% |
| Q4 2021 | $42,060,000 | +26.6% | 520,481 | +15.1% | 0.09% | +3.4% |
| Q3 2021 | $33,214,000 | -7.2% | 452,165 | -7.1% | 0.09% | -14.4% |
| Q2 2021 | $35,810,000 | +3.6% | 486,621 | -2.8% | 0.10% | -4.6% |
| Q1 2021 | $34,565,000 | +1.7% | 500,771 | -0.1% | 0.11% | -23.2% |
| Q4 2020 | $33,997,000 | -10.8% | 501,302 | -16.1% | 0.14% | -22.8% |
| Q3 2020 | $38,096,000 | +5.1% | 597,463 | -0.1% | 0.18% | -7.1% |
| Q2 2020 | $36,254,000 | +15.0% | 598,142 | +2.5% | 0.20% | -2.9% |
| Q1 2020 | $31,526,000 | +3.0% | 583,797 | +25.1% | 0.20% | +12.7% |
| Q4 2019 | $30,617,000 | +17.8% | 466,499 | +15.0% | 0.18% | +27.5% |
| Q3 2019 | $25,993,000 | +56.0% | 405,591 | +50.3% | 0.14% | +43.4% |
| Q2 2019 | $16,665,000 | +62.1% | 269,914 | +54.4% | 0.10% | +43.5% |
| Q1 2019 | $10,283,000 | +51.6% | 174,792 | +34.8% | 0.07% | +32.7% |
| Q4 2018 | $6,782,000 | -20.4% | 129,704 | -13.2% | 0.05% | -14.8% |
| Q3 2018 | $8,522,000 | +154.4% | 149,423 | +136.3% | 0.06% | +134.6% |
| Q2 2018 | $3,350,000 | -13.9% | 63,244 | -15.7% | 0.03% | -21.2% |
| Q1 2018 | $3,890,000 | -3.5% | 75,047 | -1.9% | 0.03% | 0.0% |
| Q4 2017 | $4,033,000 | +17.8% | 76,480 | +12.4% | 0.03% | +13.8% |
| Q3 2017 | $3,425,000 | +45.2% | 68,067 | +41.1% | 0.03% | +38.1% |
| Q2 2017 | $2,359,000 | +1.2% | 48,240 | -1.2% | 0.02% | -4.5% |
| Q1 2017 | $2,330,000 | -59.9% | 48,831 | -62.0% | 0.02% | -65.1% |
| Q4 2016 | $5,811,000 | +149.9% | 128,484 | +150.6% | 0.06% | +133.3% |
| Q3 2016 | $2,325,000 | +17.1% | 51,263 | +19.1% | 0.03% | +8.0% |
| Q2 2016 | $1,986,000 | +5.9% | 43,026 | +1.0% | 0.02% | +316.7% |
| Q1 2016 | $1,876,000 | +4.3% | 42,609 | -1.0% | 0.01% | -71.4% |
| Q4 2015 | $1,798,000 | +7.8% | 43,036 | +2.3% | 0.02% | -4.5% |
| Q3 2015 | $1,668,000 | -9.2% | 42,062 | -7.7% | 0.02% | -24.1% |
| Q2 2015 | $1,837,000 | +0.3% | 45,564 | +2.7% | 0.03% | +7.4% |
| Q1 2015 | $1,831,000 | +2.2% | 44,369 | +0.2% | 0.03% | 0.0% |
| Q4 2014 | $1,792,000 | +8.4% | 44,264 | +0.9% | 0.03% | -3.6% |
| Q3 2014 | $1,653,000 | +0.2% | 43,858 | -1.0% | 0.03% | -3.4% |
| Q2 2014 | $1,649,000 | +5.4% | 44,304 | +2.0% | 0.03% | -6.5% |
| Q1 2014 | $1,565,000 | -3.7% | 43,424 | -5.1% | 0.03% | -6.1% |
| Q4 2013 | $1,625,000 | – | 45,772 | – | 0.03% | – |
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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% |