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 | $1,345,691 | -10.2% | 18,592 | -7.8% | 0.01% | -7.1% |
| Q2 2023 | $1,498,494 | +28.5% | 20,160 | +25.8% | 0.01% | +16.7% |
| Q1 2023 | $1,165,805 | +4.4% | 16,027 | +3.5% | 0.01% | 0.0% |
| Q4 2022 | $1,116,399 | +15.9% | 15,484 | +6.3% | 0.01% | +9.1% |
| Q3 2022 | $963,000 | +23.8% | 14,564 | +31.5% | 0.01% | +37.5% |
| Q2 2022 | $778,000 | -26.0% | 11,078 | -18.3% | 0.01% | -20.0% |
| Q1 2022 | $1,052,000 | +28.9% | 13,563 | +34.5% | 0.01% | +42.9% |
| Q4 2021 | $816,000 | +9.8% | 10,081 | -0.2% | 0.01% | -12.5% |
| Q3 2021 | $743,000 | +3.9% | 10,101 | +4.0% | 0.01% | +14.3% |
| Q2 2021 | $715,000 | +169.8% | 9,716 | +153.2% | 0.01% | +133.3% |
| Q1 2021 | $265,000 | +783.3% | 3,837 | +770.1% | 0.00% | – |
| Q4 2020 | $30,000 | +11.1% | 441 | +4.5% | 0.00% | – |
| Q3 2020 | $27,000 | -10.0% | 422 | -15.9% | 0.00% | – |
| Q2 2020 | $30,000 | -40.0% | 502 | -45.4% | 0.00% | -100.0% |
| Q1 2020 | $50,000 | -70.9% | 920 | -64.9% | 0.00% | -66.7% |
| Q4 2019 | $172,000 | +145.7% | 2,619 | +132.4% | 0.00% | +200.0% |
| Q2 2019 | $70,000 | -29.3% | 1,127 | -33.0% | 0.00% | -50.0% |
| Q1 2019 | $99,000 | +890.0% | 1,682 | +780.6% | 0.00% | – |
| Q1 2018 | $10,000 | -37.5% | 191 | -40.3% | 0.00% | – |
| Q3 2017 | $16,000 | -99.1% | 320 | -99.2% | 0.00% | -100.0% |
| Q3 2016 | $1,861,000 | – | 40,964 | – | 0.04% | – |
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% |