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 | $3,580,499 | -15.7% | 49,186 | -14.0% | 0.24% | -19.6% |
| Q2 2023 | $4,249,279 | -6.8% | 57,168 | -8.8% | 0.30% | -14.2% |
| Q1 2023 | $4,559,959 | +0.4% | 62,688 | -0.5% | 0.35% | -20.6% |
| Q4 2022 | $4,541,275 | +4.5% | 62,985 | -4.2% | 0.44% | -2.4% |
| Q3 2022 | $4,345,000 | -2.4% | 65,738 | +3.6% | 0.45% | +7.9% |
| Q2 2022 | $4,454,000 | +0.6% | 63,447 | +11.2% | 0.42% | +12.9% |
| Q1 2022 | $4,427,000 | -17.0% | 57,076 | -13.4% | 0.37% | -17.1% |
| Q4 2021 | $5,332,000 | +906.0% | 65,914 | +812.9% | 0.45% | +648.3% |
| Q3 2021 | $530,000 | -11.1% | 7,220 | -10.9% | 0.06% | -16.7% |
| Q2 2021 | $596,000 | -17.3% | 8,100 | -22.3% | 0.07% | -37.4% |
| Q1 2021 | $721,000 | -10.4% | 10,426 | -12.1% | 0.12% | -31.5% |
| Q4 2020 | $805,000 | -6.2% | 11,867 | -11.9% | 0.17% | -20.4% |
| Q3 2020 | $858,000 | -69.4% | 13,466 | -70.9% | 0.21% | -74.0% |
| Q2 2020 | $2,807,000 | +26.6% | 46,302 | +12.8% | 0.81% | +7.0% |
| Q1 2020 | $2,217,000 | +1.5% | 41,056 | +23.3% | 0.76% | -31.3% |
| Q4 2019 | $2,185,000 | 0.0% | 33,307 | -2.3% | 1.10% | -0.4% |
| Q3 2019 | $2,185,000 | +48.6% | 34,081 | +43.1% | 1.11% | -22.7% |
| Q2 2019 | $1,470,000 | +7.9% | 23,817 | +2.8% | 1.43% | +22.9% |
| Q1 2019 | $1,362,000 | +28.0% | 23,167 | +14.2% | 1.16% | +9.4% |
| Q4 2018 | $1,064,000 | – | 20,295 | – | 1.06% | – |
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% |