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 | $5,374,972 | -4.7% | 74,260 | -2.1% | 2.68% | -3.3% |
| Q2 2023 | $5,640,492 | +0.9% | 75,884 | -1.2% | 2.77% | -6.5% |
| Q1 2023 | $5,589,172 | -12.8% | 76,838 | -13.6% | 2.96% | -15.9% |
| Q4 2022 | $6,411,511 | +6.8% | 88,925 | -2.1% | 3.52% | -6.0% |
| Q3 2022 | $6,003,000 | -7.0% | 90,831 | -1.2% | 3.74% | -8.0% |
| Q2 2022 | $6,453,000 | -11.4% | 91,915 | -2.1% | 4.07% | +5.8% |
| Q1 2022 | $7,281,000 | -28.4% | 93,870 | -25.4% | 3.84% | -21.9% |
| Q4 2021 | $10,175,000 | +8.5% | 125,782 | -1.4% | 4.92% | +0.3% |
| Q3 2021 | $9,374,000 | -1.0% | 127,537 | -0.9% | 4.91% | +4.7% |
| Q2 2021 | $9,473,000 | -99.9% | 128,701 | -9.5% | 4.68% | +5.2% |
| Q1 2021 | $9,842,726,000 | +93178.3% | 142,256 | -8.5% | 4.45% | -22.7% |
| Q4 2020 | $10,552,000 | +6.7% | 155,455 | +0.2% | 5.76% | -3.6% |
| Q3 2020 | $9,887,000 | +0.5% | 155,142 | -4.4% | 5.98% | -4.2% |
| Q2 2020 | $9,841,000 | +14.0% | 162,326 | +1.6% | 6.24% | -6.7% |
| Q1 2020 | $8,632,000 | -99.9% | 159,838 | +30.7% | 6.70% | +52.8% |
| Q4 2019 | $8,022,093,000 | +92662.4% | 122,288 | -10.1% | 4.38% | -16.7% |
| Q3 2019 | $8,648,000 | +18.3% | 136,064 | +16.2% | 5.26% | +26.1% |
| Q2 2019 | $7,312,000 | +39.7% | 117,088 | +31.9% | 4.17% | +39.8% |
| Q1 2019 | $5,235,000 | +83.8% | 88,777 | +63.3% | 2.98% | +56.6% |
| Q4 2018 | $2,848,000 | – | 54,364 | – | 1.90% | – |
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% |