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 | $23,747,299 | +7.4% | 328,092 | +10.3% | 0.23% | +5.9% |
| Q2 2023 | $22,110,425 | -12.9% | 297,463 | -14.8% | 0.22% | -19.6% |
| Q1 2023 | $25,389,548 | -23.7% | 349,045 | -24.3% | 0.28% | -7.1% |
| Q4 2022 | $33,261,965 | -99.9% | 461,331 | -54.2% | 0.30% | -16.9% |
| Q3 2022 | $33,317,284,000 | +90477.9% | 1,007,092 | +92.2% | 0.36% | -5.8% |
| Q2 2022 | $36,783,000 | -8.5% | 523,899 | +1.0% | 0.38% | -9.8% |
| Q1 2022 | $40,220,000 | -11.5% | 518,504 | -7.7% | 0.42% | -8.9% |
| Q4 2021 | $45,460,000 | +30.7% | 561,928 | +18.8% | 0.46% | +32.2% |
| Q3 2021 | $34,770,000 | -3.9% | 473,065 | -3.8% | 0.35% | -15.3% |
| Q2 2021 | $36,182,000 | -14.1% | 491,542 | -19.2% | 0.41% | -23.2% |
| Q1 2021 | $42,114,000 | -25.0% | 608,673 | -27.0% | 0.54% | -17.8% |
| Q4 2020 | $56,128,000 | -99.9% | 834,125 | +13.2% | 0.65% | -25.9% |
| Q3 2020 | $47,059,000,000 | – | 736,711 | – | 0.88% | – |
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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% |