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 | $233,686 | -2.6% | 3,229 | 0.0% | 0.02% | -4.0% |
| Q2 2023 | $239,997 | -1.5% | 3,229 | -3.6% | 0.02% | -3.8% |
| Q1 2023 | $243,530 | -7.9% | 3,348 | -8.7% | 0.03% | -13.3% |
| Q4 2022 | $264,316 | +11.5% | 3,666 | +2.3% | 0.03% | +7.1% |
| Q3 2022 | $237,000 | -14.7% | 3,584 | -9.5% | 0.03% | -9.7% |
| Q2 2022 | $278,000 | -37.7% | 3,959 | -31.1% | 0.03% | -31.1% |
| Q1 2022 | $446,000 | +2.8% | 5,744 | +1.8% | 0.04% | +2.3% |
| Q4 2021 | $434,000 | -33.1% | 5,640 | -36.1% | 0.04% | -58.5% |
| Q3 2021 | $649,000 | -16.6% | 8,825 | -16.5% | 0.11% | -16.5% |
| Q2 2021 | $778,000 | -49.4% | 10,567 | -52.5% | 0.13% | -30.6% |
| Q1 2021 | $1,538,000 | -60.9% | 22,234 | -61.6% | 0.18% | -62.3% |
| Q4 2020 | $3,932,000 | -3.8% | 57,928 | -9.7% | 0.48% | -16.4% |
| Q3 2020 | $4,088,000 | +3.8% | 64,142 | -1.2% | 0.58% | -3.0% |
| Q2 2020 | $3,937,000 | +16.6% | 64,942 | +3.9% | 0.60% | -5.1% |
| Q1 2020 | $3,376,000 | -56.1% | 62,513 | -46.7% | 0.63% | -46.0% |
| Q4 2019 | $7,691,000 | -13.4% | 117,240 | -15.3% | 1.17% | -5.6% |
| Q3 2019 | $8,876,000 | +51.1% | 138,466 | +45.5% | 1.24% | +49.7% |
| Q2 2019 | $5,876,000 | -23.0% | 95,185 | -26.6% | 0.82% | -31.7% |
| Q1 2019 | $7,630,000 | +20.4% | 129,765 | +7.3% | 1.21% | +7.1% |
| Q4 2018 | $6,339,000 | +96.2% | 120,982 | +113.6% | 1.13% | +117.3% |
| Q3 2018 | $3,231,000 | +45.5% | 56,638 | +35.7% | 0.52% | +41.8% |
| Q2 2018 | $2,220,000 | +86.4% | 41,752 | +82.0% | 0.37% | +77.7% |
| Q1 2018 | $1,191,000 | +5.4% | 22,935 | +7.1% | 0.21% | +4.6% |
| Q4 2017 | $1,130,000 | -64.3% | 21,406 | -66.0% | 0.20% | -67.8% |
| Q3 2017 | $3,168,000 | -21.5% | 62,942 | -23.7% | 0.61% | -25.8% |
| Q2 2017 | $4,035,000 | +37.5% | 82,464 | +34.1% | 0.82% | +30.3% |
| Q1 2017 | $2,934,000 | +227.1% | 61,493 | +210.1% | 0.63% | +216.5% |
| Q4 2016 | $897,000 | -65.7% | 19,832 | -65.6% | 0.20% | -66.4% |
| Q3 2016 | $2,618,000 | -37.3% | 57,621 | -36.3% | 0.60% | -41.3% |
| Q2 2016 | $4,178,000 | +18.1% | 90,404 | +12.3% | 1.01% | +26.9% |
| Q1 2016 | $3,538,000 | +3.1% | 80,530 | -1.8% | 0.80% | -8.4% |
| Q4 2015 | $3,430,000 | +61.2% | 82,024 | +52.6% | 0.87% | +54.4% |
| Q3 2015 | $2,128,000 | +5.1% | 53,759 | +7.1% | 0.56% | +7.0% |
| Q2 2015 | $2,024,000 | +0.7% | 50,191 | +3.1% | 0.53% | +36.2% |
| Q1 2015 | $2,009,000 | – | 48,688 | – | 0.39% | – |
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% |