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 | $2,609,327 | +1.3% | 35,448 | +2.3% | 1.02% | +2.2% |
| Q2 2023 | $2,576,798 | +5.1% | 34,667 | +2.8% | 1.00% | -0.7% |
| Q1 2023 | $2,452,575 | +3.3% | 33,717 | +2.4% | 1.01% | -1.7% |
| Q4 2022 | $2,374,037 | +9.4% | 32,927 | +8.0% | 1.02% | +6.6% |
| Q3 2022 | $2,170,000 | +13.4% | 30,480 | +11.8% | 0.96% | +10.5% |
| Q2 2022 | $1,914,000 | +19.8% | 27,255 | +38.0% | 0.87% | +42.7% |
| Q4 2021 | $1,598,000 | +10.7% | 19,750 | +0.5% | 0.61% | -0.3% |
| Q3 2021 | $1,444,000 | +1.2% | 19,650 | +1.4% | 0.61% | +0.2% |
| Q2 2021 | $1,427,000 | +5.6% | 19,388 | +1.9% | 0.61% | +0.5% |
| Q1 2021 | $1,351,000 | +4.5% | 19,024 | +0.6% | 0.61% | -6.0% |
| Q4 2020 | $1,293,000 | +7.8% | 18,910 | +0.5% | 0.65% | -5.1% |
| Q3 2020 | $1,200,000 | +5.4% | 18,825 | +0.2% | 0.68% | -2.0% |
| Q2 2020 | $1,139,000 | +31.1% | 18,791 | +14.8% | 0.70% | +4.8% |
| Q1 2020 | $869,000 | +3.7% | 16,364 | +28.4% | 0.66% | +29.5% |
| Q4 2019 | $838,000 | +6.8% | 12,740 | +3.5% | 0.51% | -1.9% |
| Q3 2019 | $785,000 | +9.0% | 12,315 | +7.7% | 0.52% | +3.8% |
| Q2 2019 | $720,000 | +51.3% | 11,437 | +41.2% | 0.50% | +41.3% |
| Q1 2019 | $476,000 | – | 8,100 | – | 0.36% | – |
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% |