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 | $2,243,478 | -3.0% | 30,996 | -0.3% | 0.89% | -3.7% |
| Q2 2023 | $2,311,947 | -0.6% | 31,103 | -2.7% | 0.92% | -7.7% |
| Q1 2023 | $2,325,009 | +0.3% | 31,963 | -0.6% | 1.00% | -7.9% |
| Q4 2022 | $2,319,147 | +5.2% | 32,165 | -0.8% | 1.08% | -13.1% |
| Q3 2022 | $2,205,000 | -7.4% | 32,417 | -4.4% | 1.25% | -8.2% |
| Q2 2022 | $2,381,000 | -14.4% | 33,918 | -5.5% | 1.36% | -1.6% |
| Q1 2022 | $2,783,000 | -6.2% | 35,885 | -2.1% | 1.38% | -4.6% |
| Q4 2021 | $2,966,000 | +0.5% | 36,671 | -8.7% | 1.45% | -15.5% |
| Q3 2021 | $2,951,000 | -6.9% | 40,157 | -6.8% | 1.71% | -9.9% |
| Q2 2021 | $3,170,000 | -73.5% | 43,072 | -75.1% | 1.90% | -75.0% |
| Q1 2021 | $11,964,000 | -6.2% | 172,923 | -8.0% | 7.61% | +54.7% |
| Q4 2020 | $12,755,000 | +58.1% | 187,919 | +48.4% | 4.92% | +35.6% |
| Q3 2020 | $8,068,000 | +11.3% | 126,596 | +5.8% | 3.63% | -6.8% |
| Q2 2020 | $7,251,000 | +77.3% | 119,610 | +58.0% | 3.89% | +36.9% |
| Q1 2020 | $4,089,000 | -55.9% | 75,712 | -46.4% | 2.84% | -49.5% |
| Q4 2019 | $9,271,000 | +20.2% | 141,332 | +17.4% | 5.63% | +0.7% |
| Q3 2019 | $7,716,000 | +88.0% | 120,382 | +81.1% | 5.59% | +73.9% |
| Q2 2019 | $4,104,000 | +11.8% | 66,479 | +6.5% | 3.21% | +10.6% |
| Q1 2019 | $3,670,000 | +23.9% | 62,407 | +10.4% | 2.91% | +11.0% |
| Q4 2018 | $2,962,000 | – | 56,527 | – | 2.62% | – |
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% |