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 | $5,395,957 | -14.1% | 74,555 | -11.8% | 0.22% | -14.8% |
| Q2 2023 | $6,281,468 | +10.4% | 84,503 | +8.0% | 0.26% | -0.8% |
| Q1 2023 | $5,689,608 | +1.3% | 78,224 | +0.4% | 0.26% | -7.7% |
| Q4 2022 | $5,618,697 | +61.1% | 77,931 | +47.7% | 0.29% | +47.2% |
| Q3 2022 | $3,488,000 | -17.7% | 52,766 | -12.6% | 0.20% | -16.3% |
| Q2 2022 | $4,239,000 | +29.5% | 60,379 | +43.5% | 0.23% | +22.0% |
| Q1 2022 | $3,273,000 | +12.7% | 42,085 | +16.5% | 0.19% | +6.7% |
| Q4 2021 | $2,904,000 | +27.6% | 36,119 | +16.7% | 0.18% | +14.0% |
| Q3 2021 | $2,276,000 | -28.2% | 30,963 | -30.2% | 0.16% | -33.2% |
| Q2 2021 | $3,172,000 | +6.8% | 44,357 | +3.3% | 0.24% | -17.8% |
| Q1 2021 | $2,971,000 | -27.9% | 42,946 | -29.2% | 0.29% | -32.9% |
| Q4 2020 | $4,118,000 | -5.9% | 60,667 | -11.6% | 0.43% | -20.7% |
| Q3 2020 | $4,374,000 | -25.8% | 68,642 | -29.4% | 0.54% | -44.4% |
| Q2 2020 | $5,896,000 | +15.8% | 97,248 | +3.2% | 0.96% | -28.4% |
| Q1 2020 | $5,090,000 | -20.9% | 94,244 | -4.0% | 1.35% | -6.0% |
| Q4 2019 | $6,438,000 | +13.7% | 98,150 | +11.2% | 1.43% | +5.0% |
| Q3 2019 | $5,660,000 | +19.9% | 88,274 | +15.4% | 1.37% | +15.2% |
| Q2 2019 | $4,719,000 | +38.9% | 76,480 | +32.4% | 1.19% | +9.7% |
| Q1 2019 | $3,397,000 | – | 57,767 | – | 1.08% | – |
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% |