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 | $737,552 | -2.6% | 10,190 | 0.0% | 0.21% | -4.9% |
| Q2 2023 | $757,423 | +2.2% | 10,190 | 0.0% | 0.22% | -4.7% |
| Q1 2023 | $741,221 | -6.7% | 10,190 | -7.5% | 0.23% | -25.7% |
| Q4 2022 | $794,109 | +9.1% | 11,014 | 0.0% | 0.32% | +2.9% |
| Q3 2022 | $728,000 | -5.8% | 11,014 | 0.0% | 0.31% | -5.3% |
| Q2 2022 | $773,000 | -1.5% | 11,014 | 0.0% | 0.32% | +3.5% |
| Q1 2022 | $785,000 | -6.1% | 11,014 | 0.0% | 0.31% | +7.6% |
| Q4 2021 | $836,000 | +3.0% | 11,014 | 0.0% | 0.29% | +2.1% |
| Q3 2021 | $812,000 | -17.3% | 11,014 | -15.9% | 0.28% | -12.6% |
| Q2 2021 | $982,000 | -22.6% | 13,102 | -27.2% | 0.32% | -22.6% |
| Q1 2021 | $1,268,000 | +3.3% | 17,985 | +0.1% | 0.42% | -5.4% |
| Q4 2020 | $1,228,000 | +4.8% | 17,965 | +0.1% | 0.44% | -7.3% |
| Q3 2020 | $1,172,000 | +2.8% | 17,943 | -4.4% | 0.48% | +0.8% |
| Q2 2020 | $1,140,000 | +14.5% | 18,776 | +0.1% | 0.48% | -15.0% |
| Q1 2020 | $996,000 | -19.1% | 18,752 | +0.2% | 0.56% | -36.4% |
| Q4 2019 | $1,231,000 | +2.8% | 18,723 | +0.3% | 0.88% | -6.5% |
| Q3 2019 | $1,197,000 | +1.8% | 18,674 | 0.0% | 0.94% | +9.3% |
| Q2 2019 | $1,176,000 | +17.0% | 18,674 | +9.3% | 0.86% | +21.1% |
| Q1 2019 | $1,005,000 | +10.2% | 17,089 | +0.1% | 0.71% | +13.8% |
| Q4 2018 | $912,000 | +157.6% | 17,064 | +174.8% | 0.62% | +171.3% |
| Q3 2018 | $354,000 | +12.0% | 6,210 | +4.3% | 0.23% | -2.5% |
| Q2 2018 | $316,000 | +2.3% | 5,952 | 0.0% | 0.24% | +10.8% |
| Q1 2018 | $309,000 | -1.3% | 5,952 | +0.5% | 0.21% | +7.6% |
| Q4 2017 | $313,000 | +5.7% | 5,925 | +0.9% | 0.20% | +28.6% |
| Q3 2017 | $296,000 | +3.5% | 5,873 | +0.5% | 0.15% | +2.0% |
| Q2 2017 | $286,000 | +2.5% | 5,842 | 0.0% | 0.15% | -2.6% |
| Q1 2017 | $279,000 | -95.5% | 5,842 | -95.7% | 0.16% | -95.8% |
| Q4 2016 | $6,163,000 | -3.2% | 136,297 | -2.7% | 3.69% | -11.3% |
| Q3 2016 | $6,364,000 | +34.0% | 140,083 | +36.3% | 4.16% | +25.5% |
| Q2 2016 | $4,749,000 | +148.2% | 102,768 | +136.1% | 3.31% | +122.7% |
| Q1 2016 | $1,913,000 | -5.2% | 43,536 | -9.8% | 1.49% | -24.6% |
| Q4 2015 | $2,018,000 | – | 48,250 | – | 1.97% | – |
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% |