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 | $1,452,003 | +2.8% | 20,060 | +5.6% | 0.10% | -4.0% |
| Q2 2023 | $1,412,292 | +44.7% | 19,000 | +41.6% | 0.10% | +33.3% |
| Q1 2023 | $976,347 | +22.0% | 13,422 | +20.9% | 0.08% | +11.9% |
| Q4 2022 | $800,181 | -11.7% | 11,098 | -19.0% | 0.07% | -29.5% |
| Q3 2022 | $906,000 | -52.9% | 13,704 | -50.0% | 0.10% | -45.4% |
| Q2 2022 | $1,923,000 | +3.6% | 27,391 | +14.5% | 0.17% | +15.2% |
| Q1 2022 | $1,856,000 | -16.6% | 23,926 | -13.0% | 0.15% | -5.6% |
| Q4 2021 | $2,226,000 | +348.8% | 27,512 | +307.4% | 0.16% | +281.0% |
| Q3 2021 | $496,000 | -4.2% | 6,753 | -4.0% | 0.04% | -8.7% |
| Q2 2021 | $518,000 | -43.9% | 7,036 | -47.3% | 0.05% | -53.1% |
| Q1 2021 | $924,000 | -31.9% | 13,349 | -33.2% | 0.10% | -47.6% |
| Q4 2020 | $1,356,000 | -9.0% | 19,977 | -14.6% | 0.19% | -48.5% |
| Q3 2020 | $1,490,000 | +13.7% | 23,380 | +8.2% | 0.36% | -9.7% |
| Q2 2020 | $1,311,000 | +58.3% | 21,616 | +41.1% | 0.40% | -31.5% |
| Q1 2020 | $828,000 | +34.6% | 15,323 | +63.3% | 0.59% | +68.2% |
| Q4 2019 | $615,000 | +9.8% | 9,382 | +7.3% | 0.35% | +63.1% |
| Q3 2019 | $560,000 | +87.3% | 8,740 | +80.2% | 0.21% | +79.8% |
| Q2 2019 | $299,000 | +7.9% | 4,851 | +3.1% | 0.12% | -20.7% |
| Q1 2019 | $277,000 | – | 4,707 | – | 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% |