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 | $1,282,010 | -14.6% | 17,712 | -12.4% | 0.51% | -13.3% |
| Q2 2023 | $1,500,944 | +5.6% | 20,222 | +3.3% | 0.59% | -0.5% |
| Q1 2023 | $1,421,572 | +30.1% | 19,574 | +29.2% | 0.59% | +18.9% |
| Q4 2022 | $1,092,559 | +13.5% | 15,153 | +4.0% | 0.50% | -0.8% |
| Q3 2022 | $963,000 | +14.6% | 14,565 | +21.7% | 0.50% | +32.2% |
| Q2 2022 | $840,000 | -3.1% | 11,967 | +7.1% | 0.38% | +7.4% |
| Q1 2022 | $867,000 | +8.2% | 11,171 | +12.8% | 0.35% | -4.3% |
| Q4 2021 | $801,000 | +99.8% | 9,906 | +81.6% | 0.37% | +79.1% |
| Q3 2021 | $401,000 | -1.5% | 5,454 | -1.4% | 0.21% | -1.4% |
| Q2 2021 | $407,000 | +4.1% | 5,532 | -2.1% | 0.21% | -5.9% |
| Q1 2021 | $391,000 | -9.9% | 5,651 | -11.6% | 0.22% | -18.1% |
| Q4 2020 | $434,000 | +8.0% | 6,396 | +1.4% | 0.27% | +0.4% |
| Q3 2020 | $402,000 | +6.3% | 6,310 | +0.6% | 0.27% | -0.7% |
| Q2 2020 | $378,000 | +6.8% | 6,271 | -4.4% | 0.27% | -1.8% |
| Q1 2020 | $354,000 | -13.9% | 6,558 | +4.6% | 0.28% | +14.0% |
| Q4 2019 | $411,000 | +86.8% | 6,270 | +79.0% | 0.24% | +64.2% |
| Q3 2019 | $220,000 | – | 3,502 | – | 0.15% | – |
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% |