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 | $38,086,961 | +0.4% | 526,208 | +3.1% | 1.96% | -1.3% |
| Q2 2023 | $37,924,827 | +4.5% | 510,222 | +2.3% | 1.99% | -9.9% |
| Q1 2023 | $36,283,819 | +1.6% | 498,815 | +0.7% | 2.20% | +1.8% |
| Q4 2022 | $35,709,147 | +12.2% | 495,273 | +2.8% | 2.16% | -1.3% |
| Q3 2022 | $31,835,000 | +7.0% | 481,631 | +15.0% | 2.19% | +49.1% |
| Q2 2022 | $29,757,000 | -16.7% | 418,764 | -9.1% | 1.47% | -4.2% |
| Q1 2022 | $35,734,000 | -14.6% | 460,671 | -11.0% | 1.54% | -3.6% |
| Q4 2021 | $41,854,000 | +8.0% | 517,361 | -1.4% | 1.59% | +7.3% |
| Q3 2021 | $38,762,000 | +0.6% | 524,460 | +1.4% | 1.48% | -1.2% |
| Q2 2021 | $38,527,000 | -25.7% | 517,002 | -28.3% | 1.50% | +3.9% |
| Q1 2021 | $51,861,000 | +41.4% | 720,801 | -7.9% | 1.45% | -1.7% |
| Q4 2020 | $36,668,000 | -3.0% | 782,645 | +30.3% | 1.47% | -24.9% |
| Q3 2020 | $37,801,000 | +4.1% | 600,588 | -2.0% | 1.96% | -3.0% |
| Q2 2020 | $36,310,000 | +23.9% | 613,027 | +12.2% | 2.02% | +2.6% |
| Q1 2020 | $29,299,000 | -43.3% | 546,128 | -30.7% | 1.97% | -28.7% |
| Q4 2019 | $51,718,000 | +14.0% | 787,549 | +11.2% | 2.76% | +1.9% |
| Q3 2019 | $45,350,000 | +15.2% | 708,514 | +11.1% | 2.71% | +10.9% |
| Q2 2019 | $39,381,000 | +76.3% | 637,858 | +67.9% | 2.44% | +65.7% |
| Q1 2019 | $22,332,000 | +53.0% | 379,806 | +35.6% | 1.47% | +36.5% |
| Q4 2018 | $14,599,000 | +5.0% | 280,092 | +14.9% | 1.08% | +16.6% |
| Q3 2018 | $13,906,000 | +26.3% | 243,796 | +17.7% | 0.93% | +7.9% |
| Q2 2018 | $11,011,000 | +42.7% | 207,130 | +39.4% | 0.86% | +27.3% |
| Q1 2018 | $7,714,000 | +37.3% | 148,553 | +39.5% | 0.67% | +34.3% |
| Q4 2017 | $5,619,000 | +80.8% | 106,479 | +72.4% | 0.50% | +62.5% |
| Q3 2017 | $3,108,000 | +87.3% | 61,748 | +82.1% | 0.31% | +81.8% |
| Q2 2017 | $1,659,000 | +0.5% | 33,914 | -1.9% | 0.17% | -1.2% |
| Q1 2017 | $1,650,000 | +46.0% | 34,587 | +38.3% | 0.17% | +15.4% |
| Q4 2016 | $1,130,000 | -78.0% | 25,009 | -77.9% | 0.15% | -78.4% |
| Q3 2016 | $5,131,000 | +6.2% | 112,963 | +8.4% | 0.69% | -1.4% |
| Q2 2016 | $4,833,000 | +75.7% | 104,235 | +67.9% | 0.70% | +66.9% |
| Q1 2016 | $2,750,000 | – | 62,078 | – | 0.42% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Advisors, LLC | 959,675 | $77,638,000 | 23.66% |
| Wealth Advisors of Iowa, LLC | 476,499 | $38,549,000 | 21.08% |
| Halpern Financial, Inc. | 604,591 | $48,911,382 | 20.93% |
| Personal Wealth Partners | 560,612 | $45,354,000 | 18.72% |
| Cassia Capital Partners, LLC | 324,120 | $26,221,000 | 17.61% |
| Legacy Financial Advisors, Inc. | 903,009 | $73,053,000 | 16.76% |
| Tillar-Wenstrup Advisors, LLC | 404,653 | $32,736,000 | 15.42% |
| Syverson Strege & Co | 228,693 | $18,501,000 | 13.71% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 242,184 | $19,593,000 | 13.71% |
| AGILIS PARTNERS LLC | 320,613 | $25,938,000 | 12.98% |