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 | $1,282,429 | -7.3% | 17,718 | -4.8% | 0.25% | -5.6% |
| Q2 2023 | $1,383,468 | -82.7% | 18,613 | -83.1% | 0.27% | -81.8% |
| Q1 2023 | $8,010,654 | +6.6% | 110,127 | +5.6% | 1.47% | +6.3% |
| Q4 2022 | $7,516,422 | +1.9% | 104,250 | -6.6% | 1.38% | -13.0% |
| Q3 2022 | $7,378,000 | +50.2% | 111,620 | +59.6% | 1.59% | +58.1% |
| Q2 2022 | $4,912,000 | -18.9% | 69,958 | -10.4% | 1.00% | -3.7% |
| Q1 2022 | $6,057,000 | -8.7% | 78,084 | -4.7% | 1.04% | -3.0% |
| Q4 2021 | $6,632,000 | +18.4% | 81,974 | +7.5% | 1.07% | +0.2% |
| Q3 2021 | $5,603,000 | -7.5% | 76,235 | -7.4% | 1.07% | -22.3% |
| Q2 2021 | $6,058,000 | +6.6% | 82,293 | +0.2% | 1.38% | +0.4% |
| Q1 2021 | $5,683,000 | -0.7% | 82,137 | -3.1% | 1.37% | +1.2% |
| Q4 2020 | $5,723,000 | +5.6% | 84,730 | -0.4% | 1.36% | -11.6% |
| Q3 2020 | $5,422,000 | +5.9% | 85,073 | +0.8% | 1.54% | +3.2% |
| Q2 2020 | $5,119,000 | +42.8% | 84,433 | +27.2% | 1.49% | +23.0% |
| Q1 2020 | $3,585,000 | -18.5% | 66,368 | -1.0% | 1.21% | +5.0% |
| Q4 2019 | $4,398,000 | +30.0% | 67,045 | +27.1% | 1.15% | +20.4% |
| Q3 2019 | $3,382,000 | +17.7% | 52,760 | +16.1% | 0.96% | +15.4% |
| Q2 2019 | $2,874,000 | +30.2% | 45,445 | +21.0% | 0.83% | -25.8% |
| Q1 2019 | $2,208,000 | +29.0% | 37,546 | +23.1% | 1.12% | +22.6% |
| Q4 2018 | $1,711,000 | +334.3% | 30,509 | +319.7% | 0.91% | +356.5% |
| Q3 2018 | $394,000 | -21.5% | 7,269 | -23.0% | 0.20% | -20.9% |
| Q2 2018 | $502,000 | -93.1% | 9,435 | -93.2% | 0.25% | -92.2% |
| Q1 2018 | $7,233,000 | -4.2% | 139,289 | -2.7% | 3.25% | +5.6% |
| Q4 2017 | $7,554,000 | +7.1% | 143,128 | +3.2% | 3.08% | +0.2% |
| Q3 2017 | $7,055,000 | +1.7% | 138,702 | -0.1% | 3.08% | -0.1% |
| Q2 2017 | $6,937,000 | -11.4% | 138,827 | -14.4% | 3.08% | -4.9% |
| Q1 2017 | $7,828,000 | +7.0% | 162,237 | +0.3% | 3.24% | +3.5% |
| Q4 2016 | $7,313,000 | +5.5% | 161,729 | +6.0% | 3.13% | +2.4% |
| Q3 2016 | $6,935,000 | +67.1% | 152,646 | +70.0% | 3.06% | +64.4% |
| Q2 2016 | $4,150,000 | – | 89,797 | – | 1.86% | – |
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% |