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 | $13,276,359 | -5.4% | 183,426 | -2.8% | 0.59% | -11.2% |
| Q2 2023 | $14,031,853 | +4.8% | 188,778 | +2.5% | 0.66% | -26.2% |
| Q1 2023 | $13,391,771 | -39.2% | 184,105 | -39.7% | 0.89% | -42.7% |
| Q4 2022 | $22,008,575 | +22.6% | 305,251 | +12.4% | 1.56% | +7.4% |
| Q3 2022 | $17,953,000 | +62.3% | 271,597 | +72.4% | 1.45% | +42.6% |
| Q2 2022 | $11,063,000 | +30.0% | 157,566 | +43.6% | 1.02% | +47.7% |
| Q1 2022 | $8,509,000 | +0.1% | 109,697 | +4.4% | 0.69% | -23.1% |
| Q4 2021 | $8,502,000 | +16.0% | 105,087 | +5.4% | 0.90% | +6.4% |
| Q3 2021 | $7,329,000 | +1.7% | 99,719 | +1.9% | 0.84% | -1.7% |
| Q2 2021 | $7,203,000 | +25.3% | 97,853 | +17.8% | 0.86% | +13.8% |
| Q1 2021 | $5,747,000 | +65.5% | 83,055 | +62.4% | 0.75% | +66.8% |
| Q4 2020 | $3,472,000 | -43.1% | 51,148 | -46.6% | 0.45% | -53.0% |
| Q3 2020 | $6,104,000 | +13.5% | 95,786 | +8.0% | 0.96% | +4.6% |
| Q2 2020 | $5,376,000 | +18.0% | 88,667 | +5.1% | 0.92% | -7.5% |
| Q1 2020 | $4,556,000 | -11.8% | 84,362 | +7.1% | 1.00% | +20.2% |
| Q4 2019 | $5,166,000 | +8.0% | 78,753 | +5.5% | 0.83% | +0.5% |
| Q3 2019 | $4,785,000 | +39.8% | 74,653 | +34.6% | 0.82% | +25.8% |
| Q2 2019 | $3,423,000 | +29.9% | 55,477 | +23.8% | 0.66% | +25.0% |
| Q1 2019 | $2,635,000 | +802.4% | 44,797 | +775.5% | 0.52% | +693.9% |
| Q4 2018 | $292,000 | 0.0% | 5,117 | 0.0% | 0.07% | 0.0% |
| Q3 2018 | $292,000 | – | 5,117 | – | 0.07% | – |
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% |