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 | $2,373,230 | -2.4% | 32,614 | -0.3% | 1.00% | +0.6% |
| Q2 2023 | $2,431,780 | +1.6% | 32,716 | -0.6% | 0.99% | -2.4% |
| Q1 2023 | $2,393,218 | +156319.5% | 32,901 | +55.1% | 1.02% | +48.1% |
| Q4 2022 | $1,530 | -99.9% | 21,219 | +10.9% | 0.69% | +14.5% |
| Q3 2022 | $1,271,000 | +9.8% | 19,128 | +16.0% | 0.60% | +14.5% |
| Q2 2022 | $1,158,000 | -5.4% | 16,493 | +4.5% | 0.52% | +5.7% |
| Q1 2022 | $1,224,000 | +2.8% | 15,780 | +0.3% | 0.50% | +3.3% |
| Q4 2021 | $1,191,000 | +1013.1% | 15,729 | +976.6% | 0.48% | +964.4% |
| Q3 2021 | $107,000 | -36.3% | 1,461 | -36.2% | 0.04% | -37.5% |
| Q2 2021 | $168,000 | -81.8% | 2,289 | -82.8% | 0.07% | -82.9% |
| Q1 2021 | $921,000 | -46.9% | 13,308 | -48.0% | 0.42% | -46.4% |
| Q4 2020 | $1,736,000 | -5.5% | 25,578 | -11.3% | 0.79% | -13.9% |
| Q3 2020 | $1,838,000 | +56.8% | 28,842 | +49.3% | 0.92% | +46.4% |
| Q2 2020 | $1,172,000 | -34.1% | 19,322 | -41.3% | 0.62% | -42.1% |
| Q1 2020 | $1,778,000 | -27.8% | 32,928 | -12.3% | 1.08% | -18.8% |
| Q4 2019 | $2,462,000 | -14.8% | 37,537 | -16.8% | 1.33% | -23.1% |
| Q3 2019 | $2,891,000 | +22.7% | 45,094 | +18.1% | 1.73% | +18.3% |
| Q2 2019 | $2,356,000 | +17.6% | 38,173 | +12.0% | 1.46% | +7.0% |
| Q1 2019 | $2,004,000 | +23.9% | 34,078 | +10.3% | 1.37% | +6.1% |
| Q4 2018 | $1,618,000 | – | 30,884 | – | 1.29% | – |
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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% |