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 | $544,299 | -4.9% | 7,520 | -2.3% | 0.14% | -4.2% |
| Q2 2023 | $572,118 | +10.7% | 7,697 | +8.4% | 0.14% | -6.6% |
| Q1 2023 | $516,598 | +3.1% | 7,102 | +2.2% | 0.15% | -7.3% |
| Q4 2022 | $501,043 | +0.4% | 6,949 | -2.3% | 0.16% | -17.2% |
| Q3 2022 | $499,000 | 0.0% | 7,112 | 0.0% | 0.20% | 0.0% |
| Q2 2022 | $499,000 | -58.8% | 7,112 | -52.5% | 0.20% | -54.5% |
| Q1 2022 | $1,210,000 | 0.0% | 14,962 | 0.0% | 0.44% | 0.0% |
| Q4 2021 | $1,210,000 | -24.4% | 14,962 | -31.2% | 0.44% | -35.4% |
| Q3 2021 | $1,600,000 | +14.9% | 21,762 | +15.1% | 0.67% | +7.5% |
| Q2 2021 | $1,392,000 | -2.4% | 18,909 | -8.3% | 0.63% | -13.3% |
| Q1 2021 | $1,426,000 | -6.1% | 20,610 | -7.8% | 0.72% | -10.5% |
| Q4 2020 | $1,518,000 | +5.4% | 22,358 | -1.1% | 0.81% | -11.6% |
| Q3 2020 | $1,440,000 | +6.2% | 22,601 | +1.0% | 0.91% | -2.1% |
| Q2 2020 | $1,356,000 | +18.1% | 22,369 | +5.3% | 0.93% | -12.8% |
| Q1 2020 | $1,148,000 | -19.6% | 21,246 | -2.4% | 1.07% | -2.6% |
| Q4 2019 | $1,428,000 | +20.3% | 21,772 | +17.6% | 1.10% | +4.4% |
| Q3 2019 | $1,187,000 | +4.7% | 18,513 | +0.8% | 1.05% | +0.6% |
| Q2 2019 | $1,134,000 | +7.3% | 18,375 | +2.2% | 1.05% | +0.1% |
| Q1 2019 | $1,057,000 | +3.7% | 17,971 | +0.6% | 1.05% | +28.2% |
| Q4 2018 | $1,019,000 | – | 17,856 | – | 0.82% | – |
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% |