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 | $653,012 | -11.5% | 9,022 | -9.1% | 0.17% | -15.1% |
| Q2 2023 | $738,023 | -2.2% | 9,929 | -4.3% | 0.20% | -8.3% |
| Q1 2023 | $754,750 | -1.5% | 10,376 | -2.4% | 0.22% | -11.4% |
| Q4 2022 | $766,351 | +28.2% | 10,629 | +17.5% | 0.24% | +15.0% |
| Q3 2022 | $598,000 | -6.3% | 9,043 | -0.5% | 0.21% | +5.4% |
| Q2 2022 | $638,000 | -15.2% | 9,088 | -6.2% | 0.20% | -8.2% |
| Q1 2022 | $752,000 | -14.5% | 9,690 | -10.9% | 0.22% | -8.7% |
| Q4 2021 | $880,000 | +6.0% | 10,872 | -3.7% | 0.24% | -5.5% |
| Q3 2021 | $830,000 | -6.1% | 11,293 | -5.9% | 0.26% | -9.9% |
| Q2 2021 | $884,000 | -15.2% | 12,003 | -20.3% | 0.28% | -22.9% |
| Q1 2021 | $1,042,000 | -25.7% | 15,063 | -27.1% | 0.37% | -30.2% |
| Q4 2020 | $1,403,000 | +4.1% | 20,663 | -2.3% | 0.53% | -9.5% |
| Q3 2020 | $1,348,000 | -0.8% | 21,153 | -5.6% | 0.58% | -17.0% |
| Q2 2020 | $1,359,000 | +4.5% | 22,411 | -7.0% | 0.70% | -12.2% |
| Q1 2020 | $1,301,000 | -42.0% | 24,094 | -29.5% | 0.80% | -22.4% |
| Q4 2019 | $2,242,000 | -7.9% | 34,174 | -10.0% | 1.03% | -25.0% |
| Q3 2019 | $2,433,000 | +16.5% | 37,962 | +12.2% | 1.37% | +18.1% |
| Q2 2019 | $2,089,000 | +17.8% | 33,839 | +12.2% | 1.16% | +13.7% |
| Q1 2019 | $1,774,000 | +67.8% | 30,165 | +49.6% | 1.02% | +45.0% |
| Q4 2018 | $1,057,000 | +7.1% | 20,166 | +16.6% | 0.70% | +24.2% |
| Q3 2018 | $987,000 | +17.2% | 17,301 | +9.2% | 0.57% | +9.3% |
| Q2 2018 | $842,000 | +1.8% | 15,840 | -0.5% | 0.52% | +0.4% |
| Q1 2018 | $827,000 | -0.6% | 15,923 | +1.0% | 0.52% | -5.0% |
| Q4 2017 | $832,000 | +23.1% | 15,763 | +17.3% | 0.54% | +24.0% |
| Q3 2017 | $676,000 | +25.2% | 13,435 | +21.7% | 0.44% | +15.3% |
| Q2 2017 | $540,000 | +10.4% | 11,040 | +7.7% | 0.38% | +4.7% |
| Q1 2017 | $489,000 | +17.5% | 10,255 | +11.3% | 0.36% | +4.0% |
| Q4 2016 | $416,000 | – | 9,210 | – | 0.35% | – |
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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% |