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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $703,956 | -34.8% | 9,471 | -36.2% | 0.12% | -40.0% |
| Q1 2023 | $1,079,148 | +0.9% | 14,836 | 0.0% | 0.20% | +1.6% |
| Q4 2022 | $1,069,653 | +9.0% | 14,836 | 0.0% | 0.19% | -6.8% |
| Q3 2022 | $981,000 | -1.0% | 14,836 | +5.2% | 0.21% | +1.0% |
| Q2 2022 | $991,000 | -7.5% | 14,108 | +2.2% | 0.20% | +10.9% |
| Q1 2022 | $1,071,000 | -3.4% | 13,808 | +0.7% | 0.18% | -5.6% |
| Q4 2021 | $1,109,000 | +11.6% | 13,711 | +1.4% | 0.20% | +22.6% |
| Q3 2021 | $994,000 | +3.2% | 13,519 | +3.3% | 0.16% | +4.6% |
| Q2 2021 | $963,000 | -6.9% | 13,088 | -8.4% | 0.15% | -16.0% |
| Q1 2021 | $1,034,000 | +14.5% | 14,293 | +7.5% | 0.18% | +29.3% |
| Q4 2020 | $903,000 | +5.5% | 13,301 | -1.0% | 0.14% | -15.7% |
| Q3 2020 | $856,000 | +5.2% | 13,431 | +0.0% | 0.17% | 0.0% |
| Q2 2020 | $814,000 | +32.4% | 13,428 | +18.0% | 0.17% | +6.4% |
| Q1 2020 | $615,000 | -9.2% | 11,378 | +10.3% | 0.16% | +6.8% |
| Q4 2019 | $677,000 | +409.0% | 10,319 | +398.7% | 0.15% | +421.4% |
| Q3 2019 | $133,000 | +1109.1% | 2,069 | +780.4% | 0.03% | +833.3% |
| Q1 2017 | $11,000 | – | 235 | – | 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% |