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 | $11,448,034 | -4.2% | 158,165 | -1.6% | 0.04% | -4.3% |
| Q2 2023 | $11,949,233 | +108598.6% | 160,758 | +6.4% | 0.05% | -2.1% |
| Q1 2023 | $10,993 | +14.9% | 151,151 | +13.9% | 0.05% | -2.1% |
| Q4 2022 | $9,564 | -99.9% | 132,661 | -6.7% | 0.05% | -2.0% |
| Q3 2022 | $9,401,000 | -25.3% | 142,238 | -20.7% | 0.05% | -26.9% |
| Q2 2022 | $12,591,000 | +10.2% | 179,355 | +21.8% | 0.07% | +21.8% |
| Q1 2022 | $11,423,000 | +6.5% | 147,281 | +11.0% | 0.06% | +10.0% |
| Q4 2021 | $10,729,000 | -12.1% | 132,626 | -20.1% | 0.05% | -21.9% |
| Q3 2021 | $12,205,000 | +75.6% | 166,063 | +75.8% | 0.06% | +64.1% |
| Q2 2021 | $6,951,000 | +90.9% | 94,441 | +79.4% | 0.04% | +56.0% |
| Q1 2021 | $3,642,000 | -23.3% | 52,644 | -24.7% | 0.02% | -30.6% |
| Q4 2020 | $4,748,000 | +9.6% | 69,955 | +2.9% | 0.04% | -12.2% |
| Q3 2020 | $4,334,000 | +65.9% | 68,009 | +57.8% | 0.04% | +51.9% |
| Q2 2020 | $2,613,000 | +70.7% | 43,090 | +52.0% | 0.03% | +35.0% |
| Q1 2020 | $1,531,000 | +1546.2% | 28,346 | +1889.2% | 0.02% | +1900.0% |
| Q4 2019 | $93,000 | +86.0% | 1,425 | +83.4% | 0.00% | 0.0% |
| Q3 2019 | $50,000 | +8.7% | 777 | +4.0% | 0.00% | 0.0% |
| Q2 2019 | $46,000 | +4.5% | 747 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $44,000 | – | 747 | – | 0.00% | – |
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% |