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 | $84,783 | +2.2% | 1,141 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $82,969 | +0.9% | 1,141 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $82,239 | +9.7% | 1,141 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $75,000 | -6.2% | 1,141 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $80,000 | -9.1% | 1,141 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $88,000 | -4.3% | 1,141 | 0.0% | 0.01% | -10.0% |
| Q4 2021 | $92,000 | +9.5% | 1,141 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $84,000 | 0.0% | 1,141 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $84,000 | +6.3% | 1,141 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $79,000 | +2.6% | 1,141 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $77,000 | +5.5% | 1,141 | 0.0% | 0.01% | -8.3% |
| Q3 2020 | $73,000 | -77.5% | 1,141 | -78.7% | 0.01% | -78.6% |
| Q2 2020 | $325,000 | +424.2% | 5,359 | +369.7% | 0.06% | +330.8% |
| Q1 2020 | $62,000 | -17.3% | 1,141 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $75,000 | +2.7% | 1,141 | 0.0% | 0.01% | -7.1% |
| Q3 2019 | $73,000 | -51.7% | 1,141 | -53.3% | 0.01% | -53.3% |
| Q2 2019 | $151,000 | +125.4% | 2,441 | +113.9% | 0.03% | +114.3% |
| Q1 2019 | $67,000 | +11.7% | 1,141 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $60,000 | -7.7% | 1,141 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $65,000 | +8.3% | 1,141 | +0.6% | 0.01% | +7.7% |
| Q2 2018 | $60,000 | – | 1,134 | – | 0.01% | – |
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% |