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 | $1,457,794 | -13.6% | 20,141 | -11.2% | 0.28% | -10.7% |
| Q2 2023 | $1,686,684 | -9.1% | 22,692 | -11.1% | 0.32% | -15.5% |
| Q1 2023 | $1,855,919 | +0.9% | 25,514 | 0.0% | 0.38% | -5.8% |
| Q4 2022 | $1,839,555 | +3.3% | 25,514 | -5.3% | 0.40% | -12.5% |
| Q3 2022 | $1,781,000 | -13.7% | 26,948 | -8.3% | 0.46% | -14.0% |
| Q2 2022 | $2,063,000 | -11.2% | 29,390 | -1.9% | 0.53% | -1.9% |
| Q1 2022 | $2,323,000 | -16.4% | 29,946 | -12.8% | 0.54% | -15.4% |
| Q4 2021 | $2,778,000 | +1.9% | 34,340 | -7.4% | 0.64% | -12.5% |
| Q3 2021 | $2,726,000 | -2.0% | 37,086 | -1.9% | 0.73% | -2.8% |
| Q2 2021 | $2,782,000 | -26.4% | 37,797 | -30.8% | 0.75% | -34.0% |
| Q1 2021 | $3,780,000 | -18.8% | 54,626 | -20.4% | 1.14% | -25.2% |
| Q4 2020 | $4,658,000 | +8.7% | 68,627 | -1.3% | 1.52% | -6.3% |
| Q3 2020 | $4,286,000 | -3.4% | 69,503 | -5.1% | 1.62% | -9.9% |
| Q2 2020 | $4,439,000 | +8.4% | 73,210 | +6.2% | 1.80% | -0.1% |
| Q1 2020 | $4,095,000 | -11.5% | 68,929 | -2.3% | 1.80% | +6.1% |
| Q4 2019 | $4,626,000 | +92.0% | 70,516 | +87.6% | 1.70% | -9.7% |
| Q3 2019 | $2,409,000 | +8.8% | 37,583 | +4.7% | 1.88% | +5.2% |
| Q2 2019 | $2,215,000 | +19.3% | 35,883 | +13.7% | 1.78% | +13.2% |
| Q1 2019 | $1,856,000 | +215.6% | 31,558 | +181.2% | 1.58% | +177.6% |
| Q4 2018 | $588,000 | – | 11,224 | – | 0.57% | – |
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% |