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 | $1,064,130 | -6.9% | 14,621 | -4.9% | 0.34% | -1.7% |
| Q2 2023 | $1,142,804 | +6.6% | 15,375 | +4.3% | 0.34% | +1.2% |
| Q1 2023 | $1,072,145 | -0.9% | 14,739 | -1.7% | 0.34% | -9.8% |
| Q4 2022 | $1,081,462 | +9.3% | 14,999 | +0.3% | 0.38% | +6.8% |
| Q3 2022 | $989,000 | -5.5% | 14,956 | +0.3% | 0.35% | -2.2% |
| Q2 2022 | $1,047,000 | -11.1% | 14,912 | -1.8% | 0.36% | +2.3% |
| Q1 2022 | $1,178,000 | -6.4% | 15,183 | -2.4% | 0.35% | +9.7% |
| Q4 2021 | $1,259,000 | +5.5% | 15,563 | -4.1% | 0.32% | +11.1% |
| Q3 2021 | $1,193,000 | -2.6% | 16,235 | -2.5% | 0.29% | +4.7% |
| Q2 2021 | $1,225,000 | +0.7% | 16,648 | -5.3% | 0.28% | -17.4% |
| Q1 2021 | $1,217,000 | -18.8% | 17,583 | -20.4% | 0.33% | -25.6% |
| Q4 2020 | $1,499,000 | -17.3% | 22,083 | -22.4% | 0.45% | -34.5% |
| Q3 2020 | $1,813,000 | -53.7% | 28,451 | -55.9% | 0.68% | -54.8% |
| Q2 2020 | $3,914,000 | +4.8% | 64,562 | -6.6% | 1.52% | -14.8% |
| Q1 2020 | $3,735,000 | -20.2% | 69,155 | -3.1% | 1.78% | -6.6% |
| Q4 2019 | $4,682,000 | +23.8% | 71,365 | +20.9% | 1.90% | +14.6% |
| Q3 2019 | $3,782,000 | +110.9% | 59,008 | +103.2% | 1.66% | +114.2% |
| Q2 2019 | $1,793,000 | +5.0% | 29,041 | 0.0% | 0.78% | +5.6% |
| Q1 2019 | $1,708,000 | +4.8% | 29,041 | +2.1% | 0.74% | +29.2% |
| Q3 2018 | $1,629,000 | +7.2% | 28,441 | 0.0% | 0.57% | +2.7% |
| Q2 2018 | $1,520,000 | +2.9% | 28,441 | 0.0% | 0.55% | +9.3% |
| Q1 2018 | $1,477,000 | -6.6% | 28,441 | -5.1% | 0.51% | -14.1% |
| Q4 2017 | $1,582,000 | +438.1% | 29,981 | +413.6% | 0.59% | +383.6% |
| Q3 2017 | $294,000 | +21.0% | 5,837 | +17.7% | 0.12% | +11.9% |
| Q2 2017 | $243,000 | – | 4,959 | – | 0.11% | – |
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% |