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 | $1,366 | -12.2% | 18,866 | -9.9% | 0.49% | -16.0% |
| Q2 2023 | $1,556 | +1.8% | 20,933 | -0.4% | 0.58% | +2.3% |
| Q1 2023 | $1,529 | -4.2% | 21,026 | -5.0% | 0.57% | -10.6% |
| Q4 2022 | $1,596 | -99.9% | 22,134 | -4.4% | 0.63% | -11.6% |
| Q3 2022 | $1,531,000 | +63.6% | 23,163 | +73.8% | 0.72% | +78.4% |
| Q2 2022 | $936,000 | -9.4% | 13,326 | +0.0% | 0.40% | +7.5% |
| Q1 2022 | $1,033,000 | -6.1% | 13,322 | -2.0% | 0.37% | -2.3% |
| Q4 2021 | $1,100,000 | +10.0% | 13,599 | -0.0% | 0.38% | -1.8% |
| Q3 2021 | $1,000,000 | +1.6% | 13,600 | +1.7% | 0.39% | -1.8% |
| Q2 2021 | $984,000 | +17.0% | 13,370 | +10.0% | 0.40% | -7.2% |
| Q1 2021 | $841,000 | -3.6% | 12,157 | -5.3% | 0.43% | -8.2% |
| Q4 2020 | $872,000 | -1.1% | 12,841 | -7.2% | 0.47% | -11.1% |
| Q3 2020 | $882,000 | +1.5% | 13,842 | -3.4% | 0.52% | -8.7% |
| Q2 2020 | $869,000 | +3.1% | 14,327 | -8.2% | 0.57% | -23.7% |
| Q1 2020 | $843,000 | -20.8% | 15,605 | -3.8% | 0.75% | -4.6% |
| Q4 2019 | $1,064,000 | +6.3% | 16,218 | +3.8% | 0.79% | +2.7% |
| Q3 2019 | $1,001,000 | +844.3% | 15,624 | +809.4% | 0.77% | +802.4% |
| Q2 2019 | $106,000 | +37.7% | 1,718 | +30.3% | 0.08% | +28.8% |
| Q1 2019 | $77,000 | – | 1,318 | – | 0.07% | – |
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% |