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 | $558,438 | -2.6% | 7,715 | 0.0% | 0.16% | -0.6% |
| Q2 2023 | $573,481 | +2.2% | 7,715 | +0.1% | 0.16% | -1.8% |
| Q1 2023 | $560,916 | +100965.9% | 7,711 | +0.1% | 0.16% | +16400.0% |
| Q4 2022 | $555 | -99.9% | 7,706 | -2.6% | 0.00% | 0.0% |
| Q3 2022 | $522,000 | -5.9% | 7,908 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $555,000 | -4.3% | 7,908 | +5.7% | 0.00% | 0.0% |
| Q1 2022 | $580,000 | -4.1% | 7,484 | +0.0% | 0.00% | 0.0% |
| Q4 2021 | $605,000 | +10.2% | 7,481 | +0.1% | 0.00% | 0.0% |
| Q3 2021 | $549,000 | -1.4% | 7,477 | -1.3% | 0.00% | 0.0% |
| Q2 2021 | $557,000 | +3.7% | 7,573 | -2.5% | 0.00% | 0.0% |
| Q1 2021 | $537,000 | -9.3% | 7,770 | -11.0% | 0.00% | -50.0% |
| Q4 2020 | $592,000 | -4.4% | 8,735 | -10.2% | 0.00% | – |
| Q3 2020 | $619,000 | -3.4% | 9,727 | -8.1% | 0.00% | – |
| Q2 2020 | $641,000 | 0.0% | 10,585 | -10.9% | 0.00% | – |
| Q1 2020 | $641,000 | +19.6% | 11,879 | +36.6% | 0.00% | -100.0% |
| Q2 2019 | $536,000 | -99.9% | 8,696 | +9.2% | 0.00% | -99.3% |
| Q4 2018 | $417,177,000 | +10.7% | 7,961 | +12.5% | 0.15% | +15.0% |
| Q2 2018 | $376,802,000 | +4.3% | 7,077 | +0.1% | 0.13% | -32.8% |
| Q1 2018 | $361,190,000 | -4.4% | 7,072 | +0.0% | 0.20% | -3.4% |
| Q4 2017 | $377,868,000 | +5.5% | 7,070 | +0.0% | 0.20% | -5.1% |
| Q3 2017 | $358,268,000 | +4.0% | 7,067 | +0.0% | 0.22% | -4.0% |
| Q2 2017 | $344,566,000 | +2.3% | 7,065 | +0.0% | 0.22% | +39.8% |
| Q1 2017 | $336,847,000 | – | 7,062 | – | 0.16% | – |
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% |