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 | $3,341,594 | +96.2% | 46,906 | +100.3% | 1.60% | +82.7% |
| Q1 2023 | $1,703,553 | +100463.9% | 23,420 | -0.3% | 0.88% | -22.1% |
| Q4 2022 | $1,694 | -99.9% | 23,493 | -1.1% | 1.13% | -15.2% |
| Q3 2022 | $1,570,000 | -10.3% | 23,753 | -4.7% | 1.33% | -16.5% |
| Q2 2022 | $1,750,000 | -19.4% | 24,936 | -10.9% | 1.59% | +86.8% |
| Q1 2022 | $2,170,000 | -4.4% | 27,980 | -0.3% | 0.85% | +28.0% |
| Q4 2021 | $2,270,000 | +4.6% | 28,055 | -5.0% | 0.66% | -12.2% |
| Q3 2021 | $2,171,000 | +0.6% | 29,541 | +0.8% | 0.76% | -20.6% |
| Q2 2021 | $2,157,000 | -0.3% | 29,303 | -8.1% | 0.95% | -31.7% |
| Q4 2020 | $2,163,000 | -82.3% | 31,870 | -68.8% | 1.40% | -71.0% |
| Q3 2020 | $12,222,000 | +563.5% | 101,994 | +235.7% | 4.81% | +103.3% |
| Q2 2020 | $1,842,000 | +13.1% | 30,385 | +0.7% | 2.37% | -25.0% |
| Q1 2020 | $1,629,000 | -11.6% | 30,162 | +7.3% | 3.16% | +79.4% |
| Q4 2019 | $1,843,000 | – | 28,101 | – | 1.76% | – |
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% |