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 | $3,825 | -40.7% | 52,852 | -39.1% | 0.21% | -40.7% |
| Q2 2023 | $6,452 | -8.9% | 86,801 | -10.8% | 0.36% | -11.4% |
| Q1 2023 | $7,079 | +7.5% | 97,317 | +6.6% | 0.40% | +0.7% |
| Q4 2022 | $6,585 | -99.9% | 91,330 | +3.9% | 0.40% | +0.2% |
| Q3 2022 | $5,813,000 | -5.9% | 87,937 | -0.0% | 0.40% | -6.5% |
| Q2 2022 | $6,177,000 | -8.5% | 87,973 | +1.0% | 0.43% | +0.2% |
| Q1 2022 | $6,753,000 | -7.8% | 87,062 | -3.8% | 0.43% | -3.6% |
| Q4 2021 | $7,324,000 | +7.8% | 90,529 | -2.0% | 0.44% | -0.4% |
| Q3 2021 | $6,791,000 | -11.4% | 92,401 | -11.3% | 0.45% | -13.4% |
| Q2 2021 | $7,667,000 | +2.3% | 104,152 | -3.8% | 0.52% | -0.6% |
| Q1 2021 | $7,494,000 | -32.4% | 108,305 | -33.6% | 0.52% | -46.8% |
| Q4 2020 | $11,078,000 | -2.7% | 163,205 | -8.7% | 0.97% | -10.1% |
| Q3 2020 | $11,387,000 | -5.6% | 178,678 | -10.2% | 1.08% | -14.7% |
| Q2 2020 | $12,066,000 | +8.8% | 199,010 | -3.1% | 1.27% | -6.8% |
| Q1 2020 | $11,089,000 | -7.7% | 205,306 | +12.1% | 1.36% | +14.6% |
| Q4 2019 | $12,017,000 | +5.9% | 183,181 | +3.4% | 1.19% | -1.0% |
| Q3 2019 | $11,352,000 | +12.6% | 177,108 | +8.4% | 1.20% | +9.3% |
| Q2 2019 | $10,084,000 | +18.1% | 163,359 | +12.4% | 1.10% | +11.2% |
| Q1 2019 | $8,542,000 | +31.9% | 145,274 | +17.6% | 0.99% | +16.0% |
| Q4 2018 | $6,475,000 | -99.9% | 123,571 | -48.9% | 0.85% | +8.1% |
| Q3 2018 | $6,906,727,000 | +106337.5% | 241,928 | +98.2% | 0.79% | +1.9% |
| Q2 2018 | $6,489,000 | +5.7% | 122,057 | +3.2% | 0.77% | +1.7% |
| Q1 2018 | $6,140,000 | +4.1% | 118,232 | +5.8% | 0.76% | +2.7% |
| Q4 2017 | $5,899,000 | +9.6% | 111,770 | +4.5% | 0.74% | +2.4% |
| Q3 2017 | $5,384,000 | -99.9% | 106,954 | +12.9% | 0.72% | +9.2% |
| Q2 2017 | $4,635,273,000 | +15.9% | 94,732 | +9.2% | 0.66% | +4.9% |
| Q1 2017 | $3,997,735,000 | +129067.5% | 86,782 | +26.8% | 0.63% | +16.2% |
| Q4 2016 | $3,095,000 | -99.9% | 68,438 | +43.3% | 0.54% | +33.2% |
| Q3 2016 | $2,169,634,000 | +325.4% | 47,757 | +332.7% | 0.41% | +295.1% |
| Q2 2016 | $510,008,000 | – | 11,036 | – | 0.10% | – |
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% |