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 | $316,053 | -5.4% | 4,367 | -2.8% | 0.04% | -2.2% |
| Q2 2023 | $334,082 | -27.7% | 4,495 | -29.3% | 0.04% | -29.7% |
| Q1 2023 | $462,216 | +8.4% | 6,354 | +7.4% | 0.06% | +3.2% |
| Q4 2022 | $426,456 | +5.3% | 5,915 | -3.4% | 0.06% | -3.1% |
| Q3 2022 | $405,000 | +1.8% | 6,125 | +8.0% | 0.06% | +6.7% |
| Q2 2022 | $398,000 | -12.7% | 5,671 | -3.5% | 0.06% | -3.2% |
| Q1 2022 | $456,000 | -43.5% | 5,876 | -41.1% | 0.06% | -42.6% |
| Q4 2021 | $807,000 | +25.9% | 9,969 | +14.4% | 0.11% | +13.7% |
| Q3 2021 | $641,000 | -58.6% | 8,717 | -58.6% | 0.10% | -59.4% |
| Q2 2021 | $1,549,000 | -36.7% | 21,048 | -40.5% | 0.23% | -43.3% |
| Q1 2021 | $2,446,000 | -46.9% | 35,352 | -47.9% | 0.41% | -54.0% |
| Q4 2020 | $4,607,000 | +11.6% | 67,877 | +4.8% | 0.90% | -10.1% |
| Q3 2020 | $4,128,000 | +12.3% | 64,773 | +6.8% | 1.00% | -18.0% |
| Q2 2020 | $3,677,000 | -6.8% | 60,654 | -9.6% | 1.22% | -12.8% |
| Q1 2020 | $3,947,000 | +180.1% | 67,102 | +221.3% | 1.40% | +233.7% |
| Q4 2019 | $1,409,000 | -6.1% | 20,886 | -10.8% | 0.42% | -21.3% |
| Q3 2019 | $1,501,000 | +23.1% | 23,411 | +21.7% | 0.53% | +13.5% |
| Q2 2019 | $1,219,000 | +26.3% | 19,239 | +17.2% | 0.47% | +19.1% |
| Q1 2019 | $965,000 | +16.5% | 16,412 | +3.8% | 0.39% | -2.7% |
| Q4 2018 | $828,000 | -38.4% | 15,808 | -32.9% | 0.40% | +6.6% |
| Q3 2018 | $1,344,000 | +12.4% | 23,557 | +4.7% | 0.38% | +2.7% |
| Q2 2018 | $1,196,000 | +10.8% | 22,490 | +8.3% | 0.37% | -1.6% |
| Q1 2018 | $1,079,000 | +14.3% | 20,769 | +16.1% | 0.38% | +10.9% |
| Q4 2017 | $944,000 | +4.8% | 17,891 | -0.0% | 0.34% | -5.6% |
| Q3 2017 | $901,000 | +6.2% | 17,892 | +3.2% | 0.36% | -1.1% |
| Q2 2017 | $848,000 | -2.4% | 17,330 | -4.8% | 0.36% | -7.4% |
| Q1 2017 | $869,000 | +12.1% | 18,211 | +6.3% | 0.39% | +7.7% |
| Q4 2016 | $775,000 | +44.6% | 17,135 | +45.2% | 0.36% | +34.4% |
| Q3 2016 | $536,000 | +13.3% | 11,804 | +15.4% | 0.27% | +11.1% |
| Q2 2016 | $473,000 | +46.0% | 10,226 | +38.6% | 0.24% | +32.1% |
| Q1 2016 | $324,000 | +10.6% | 7,377 | +5.2% | 0.18% | +24.3% |
| Q4 2015 | $293,000 | – | 7,014 | – | 0.15% | – |
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% |