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 | $38,789 | +13.2% | 535,355 | +15.9% | 0.09% | +17.9% |
| Q2 2023 | $34,254 | +36.4% | 461,844 | +33.4% | 0.08% | +27.9% |
| Q1 2023 | $25,110 | +2.5% | 346,262 | +2.0% | 0.06% | -3.2% |
| Q4 2022 | $24,503 | -99.7% | 339,318 | +142.2% | 0.06% | +142.3% |
| Q3 2022 | $9,315,000 | -6.0% | 140,087 | -0.7% | 0.03% | 0.0% |
| Q2 2022 | $9,914,000 | -39.6% | 141,049 | -31.8% | 0.03% | -18.8% |
| Q1 2022 | $16,404,000 | +4.8% | 206,967 | -2.7% | 0.03% | +6.7% |
| Q4 2021 | $15,652,000 | +22.1% | 212,643 | +21.9% | 0.03% | +15.4% |
| Q3 2021 | $12,819,000 | -18.3% | 174,395 | -18.2% | 0.03% | -18.8% |
| Q2 2021 | $15,697,000 | -53.7% | 213,251 | -56.4% | 0.03% | -57.3% |
| Q1 2021 | $33,878,000 | -66.2% | 489,630 | -66.9% | 0.08% | -67.7% |
| Q4 2020 | $100,369,000 | +13.9% | 1,478,657 | +6.9% | 0.23% | -1.7% |
| Q3 2020 | $88,157,000 | +66.2% | 1,383,325 | +40.9% | 0.24% | +48.4% |
| Q2 2020 | $53,030,000 | 0.0% | 982,116 | 0.0% | 0.16% | -16.8% |
| Q1 2020 | $53,030,000 | +9.8% | 982,116 | +33.4% | 0.19% | +39.4% |
| Q4 2019 | $48,301,000 | +20.2% | 736,295 | +17.5% | 0.14% | +9.6% |
| Q3 2019 | $40,179,000 | +164.9% | 626,828 | +155.2% | 0.12% | +171.7% |
| Q2 2019 | $15,165,000 | +58.3% | 245,662 | +50.8% | 0.05% | +53.3% |
| Q1 2019 | $9,581,000 | +90.7% | 162,940 | +85.0% | 0.03% | +66.7% |
| Q4 2018 | $5,024,000 | 0.0% | 88,073 | 0.0% | 0.02% | +12.5% |
| Q3 2018 | $5,024,000 | +26.7% | 88,073 | +18.1% | 0.02% | +23.1% |
| Q2 2018 | $3,965,000 | +3.7% | 74,587 | +1.3% | 0.01% | 0.0% |
| Q1 2018 | $3,824,000 | +14.3% | 73,638 | +16.1% | 0.01% | +18.2% |
| Q4 2017 | $3,347,000 | -11.2% | 63,405 | -15.3% | 0.01% | -15.4% |
| Q3 2017 | $3,769,000 | – | 74,881 | – | 0.01% | – |
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% |