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 | $1,879,379 | -2.2% | 25,965 | +0.4% | 1.01% | -0.4% |
| Q2 2023 | $1,921,761 | -2.0% | 25,854 | -4.1% | 1.01% | -14.1% |
| Q1 2023 | $1,961,711 | +4.5% | 26,969 | +3.6% | 1.18% | +36.1% |
| Q4 2022 | $1,877,711 | +5.7% | 26,043 | -3.0% | 0.87% | -32.7% |
| Q3 2022 | $1,776,000 | -5.0% | 26,861 | +0.9% | 1.29% | +0.8% |
| Q2 2022 | $1,869,000 | -9.2% | 26,622 | +0.4% | 1.28% | +6.7% |
| Q1 2022 | $2,058,000 | +2.0% | 26,527 | +6.3% | 1.20% | +6.3% |
| Q4 2021 | $2,018,000 | +10.8% | 24,947 | +0.6% | 1.12% | +1.0% |
| Q3 2021 | $1,822,000 | -2.0% | 24,788 | -1.9% | 1.11% | -3.0% |
| Q2 2021 | $1,860,000 | +4.0% | 25,267 | -2.3% | 1.15% | +0.4% |
| Q1 2021 | $1,789,000 | +6.7% | 25,857 | +4.7% | 1.14% | -4.3% |
| Q4 2020 | $1,676,000 | +6.5% | 24,690 | +0.0% | 1.19% | -3.1% |
| Q3 2020 | $1,573,000 | +8.6% | 24,680 | +3.3% | 1.23% | +5.7% |
| Q2 2020 | $1,448,000 | +10.4% | 23,882 | -1.7% | 1.17% | -3.7% |
| Q1 2020 | $1,312,000 | -14.9% | 24,294 | +3.4% | 1.21% | +2.3% |
| Q4 2019 | $1,542,000 | – | 23,506 | – | 1.18% | – |
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% |