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 | $551,858 | -19.3% | 7,624 | -17.1% | 0.13% | -21.8% |
| Q2 2023 | $683,758 | +11.5% | 9,199 | +9.1% | 0.17% | +3.0% |
| Q1 2023 | $613,063 | +23.5% | 8,428 | +22.4% | 0.16% | +8.6% |
| Q4 2022 | $496,474 | +16.5% | 6,886 | +6.9% | 0.15% | -0.7% |
| Q3 2022 | $426,000 | +43.9% | 6,440 | +52.6% | 0.15% | +43.0% |
| Q2 2022 | $296,000 | -18.5% | 4,220 | -9.7% | 0.11% | -22.5% |
| Q1 2022 | $363,000 | -22.1% | 4,674 | -18.9% | 0.14% | -21.6% |
| Q4 2021 | $466,000 | -78.5% | 5,761 | -81.6% | 0.18% | -64.0% |
| Q1 2021 | $2,165,000 | -58.3% | 31,298 | -59.1% | 0.49% | -53.8% |
| Q4 2020 | $5,194,000 | +18.8% | 76,519 | +11.5% | 1.06% | -16.1% |
| Q3 2020 | $4,373,000 | +10.5% | 68,618 | +5.1% | 1.26% | -1.5% |
| Q2 2020 | $3,958,000 | +1812.1% | 65,280 | +1604.0% | 1.28% | +1389.5% |
| Q1 2020 | $207,000 | -37.3% | 3,831 | -25.6% | 0.09% | -42.3% |
| Q3 2019 | $330,000 | +19.6% | 5,150 | +15.1% | 0.15% | +11.2% |
| Q2 2019 | $276,000 | +1.1% | 4,476 | -3.6% | 0.13% | -10.7% |
| Q1 2019 | $273,000 | +30.0% | 4,641 | +15.6% | 0.15% | +5.6% |
| Q4 2018 | $210,000 | – | 4,015 | – | 0.14% | – |
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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% |