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 | $379,317 | +47733.2% | 5,241 | -50.9% | 0.07% | -5.7% |
| Q2 2023 | $793 | +1.4% | 10,672 | -0.7% | 0.07% | +9.4% |
| Q1 2023 | $782 | -100.0% | 10,749 | +2.3% | 0.06% | -3.0% |
| Q4 2022 | $757,355,920 | +107022.5% | 10,504 | -1.9% | 0.07% | -4.3% |
| Q3 2022 | $707,000 | +44.6% | 10,702 | +53.5% | 0.07% | +40.8% |
| Q2 2022 | $489,000 | -23.7% | 6,970 | -15.6% | 0.05% | -9.3% |
| Q1 2022 | $641,000 | -16.3% | 8,258 | -13.2% | 0.05% | -16.9% |
| Q4 2021 | $766,000 | +22.4% | 9,517 | +11.8% | 0.06% | -5.8% |
| Q3 2021 | $626,000 | +0.8% | 8,516 | -1.6% | 0.07% | -20.7% |
| Q2 2021 | $621,000 | -5.9% | 8,658 | -9.3% | 0.09% | +3.6% |
| Q1 2021 | $660,000 | +51.0% | 9,545 | +47.9% | 0.08% | +35.5% |
| Q4 2020 | $437,000 | -9.0% | 6,454 | -14.2% | 0.06% | -13.9% |
| Q3 2020 | $480,000 | -70.5% | 7,526 | -72.0% | 0.07% | -74.5% |
| Q2 2020 | $1,627,000 | +26.8% | 26,834 | +12.9% | 0.28% | +11.9% |
| Q1 2020 | $1,283,000 | +84.1% | 23,778 | +123.8% | 0.25% | +108.3% |
| Q4 2019 | $697,000 | +164.0% | 10,627 | +157.6% | 0.12% | +142.0% |
| Q3 2019 | $264,000 | -69.3% | 4,125 | -78.3% | 0.05% | -87.4% |
| Q4 2016 | $860,000 | +0.2% | 19,012 | +0.6% | 0.40% | -19.3% |
| Q3 2016 | $858,000 | +0.2% | 18,895 | +2.0% | 0.49% | -8.7% |
| Q2 2016 | $856,000 | +24.4% | 18,520 | +18.2% | 0.54% | +31.1% |
| Q1 2016 | $688,000 | +5.0% | 15,670 | 0.0% | 0.41% | +3.5% |
| Q4 2015 | $655,000 | – | 15,670 | – | 0.40% | – |
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% |