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 | $4,498,706 | -82.5% | 62,154 | -82.0% | 0.00% | -88.9% |
| Q2 2023 | $25,716,842 | +757.7% | 345,982 | +739.3% | 0.01% | +800.0% |
| Q1 2023 | $2,998,415 | +614.3% | 41,221 | +608.0% | 0.00% | – |
| Q4 2022 | $419,766 | -89.9% | 5,822 | -90.7% | 0.00% | -100.0% |
| Q3 2022 | $4,154,000 | +12.5% | 62,843 | +32.0% | 0.00% | +100.0% |
| Q1 2022 | $3,694,000 | +242.0% | 47,621 | +256.6% | 0.00% | – |
| Q4 2021 | $1,080,000 | -90.8% | 13,356 | -91.6% | 0.00% | -100.0% |
| Q3 2021 | $11,692,000 | +162.3% | 159,085 | +162.7% | 0.00% | +100.0% |
| Q2 2021 | $4,458,000 | +725.6% | 60,565 | +676.5% | 0.00% | – |
| Q1 2021 | $540,000 | -40.7% | 7,800 | -41.9% | 0.00% | – |
| Q4 2020 | $911,000 | -72.7% | 13,420 | -74.4% | 0.00% | -100.0% |
| Q3 2020 | $3,342,000 | +705.3% | 52,442 | +665.8% | 0.00% | – |
| Q2 2020 | $415,000 | -94.6% | 6,848 | -95.2% | 0.00% | -100.0% |
| Q1 2020 | $7,658,000 | -0.1% | 141,798 | +21.4% | 0.01% | -27.3% |
| Q4 2019 | $7,663,000 | -68.0% | 116,826 | -68.8% | 0.01% | -71.8% |
| Q3 2019 | $23,969,000 | +744.9% | 373,920 | +713.7% | 0.04% | +680.0% |
| Q2 2019 | $2,837,000 | -70.9% | 45,953 | -72.2% | 0.01% | -70.6% |
| Q1 2019 | $9,733,000 | +252.0% | 165,532 | +213.7% | 0.02% | +183.3% |
| Q4 2018 | $2,765,000 | +546.0% | 52,762 | +603.5% | 0.01% | +500.0% |
| Q3 2018 | $428,000 | -80.8% | 7,500 | -82.1% | 0.00% | -80.0% |
| Q2 2018 | $2,233,000 | -88.4% | 42,000 | -88.7% | 0.01% | -90.0% |
| Q1 2018 | $19,224,000 | +207.3% | 370,201 | +212.4% | 0.05% | +177.8% |
| Q4 2017 | $6,255,000 | -67.7% | 118,513 | -69.2% | 0.02% | -71.4% |
| Q3 2017 | $19,352,000 | +4.4% | 384,422 | +1.4% | 0.06% | -3.1% |
| Q2 2017 | $18,543,000 | +165.7% | 378,981 | +159.2% | 0.06% | +109.7% |
| Q1 2017 | $6,978,000 | +328.6% | 146,231 | +306.2% | 0.03% | +342.9% |
| Q4 2016 | $1,628,000 | -82.5% | 36,000 | -82.5% | 0.01% | -84.4% |
| Q3 2016 | $9,321,000 | +2218.7% | 205,163 | +2258.2% | 0.04% | +2150.0% |
| Q2 2016 | $402,000 | -95.9% | 8,700 | -96.3% | 0.00% | -96.7% |
| Q4 2015 | $9,855,000 | +62.2% | 235,646 | +53.6% | 0.06% | +60.5% |
| Q3 2015 | $6,075,000 | +147.0% | 153,436 | +151.5% | 0.04% | +137.5% |
| Q2 2015 | $2,460,000 | +2.3% | 61,016 | +2.7% | 0.02% | -11.1% |
| Q4 2014 | $2,404,000 | +800.4% | 59,388 | +736.8% | 0.02% | +500.0% |
| Q3 2014 | $267,000 | +0.8% | 7,097 | -0.4% | 0.00% | 0.0% |
| Q2 2014 | $265,000 | – | 7,124 | – | 0.00% | – |
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% |