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 | $3,000,206 | -3.8% | 41,451 | -1.2% | 0.06% | -1.6% |
| Q2 2023 | $3,119,665 | -0.6% | 41,971 | -2.7% | 0.06% | -6.1% |
| Q1 2023 | $3,137,513 | -2.7% | 43,133 | -3.5% | 0.07% | -9.6% |
| Q4 2022 | $3,224,198 | +5.3% | 44,718 | -3.5% | 0.07% | -3.9% |
| Q3 2022 | $3,062,000 | -8.3% | 46,316 | -2.6% | 0.08% | -2.6% |
| Q2 2022 | $3,338,000 | -18.4% | 47,534 | -9.9% | 0.08% | -8.2% |
| Q1 2022 | $4,090,000 | -3.0% | 52,731 | +1.2% | 0.08% | 0.0% |
| Q4 2021 | $4,217,000 | +10.4% | 52,115 | +0.3% | 0.08% | +1.2% |
| Q3 2021 | $3,820,000 | -9.9% | 51,970 | -9.7% | 0.08% | -7.7% |
| Q2 2021 | $4,238,000 | +5.7% | 57,562 | -0.7% | 0.09% | -8.1% |
| Q1 2021 | $4,011,000 | -16.0% | 57,974 | -17.5% | 0.10% | -21.4% |
| Q4 2020 | $4,773,000 | -71.9% | 70,309 | -73.7% | 0.13% | -75.0% |
| Q3 2020 | $17,015,000 | +2.6% | 266,987 | -2.4% | 0.50% | -4.7% |
| Q2 2020 | $16,584,000 | +16.6% | 273,518 | +3.9% | 0.53% | -0.7% |
| Q1 2020 | $14,225,000 | -21.0% | 263,376 | -4.0% | 0.53% | -8.2% |
| Q4 2019 | $18,005,000 | +4.7% | 274,459 | +2.3% | 0.58% | -8.3% |
| Q3 2019 | $17,192,000 | +7.2% | 268,198 | +3.2% | 0.64% | +2.1% |
| Q2 2019 | $16,036,000 | +173.0% | 259,773 | +160.1% | 0.62% | +154.9% |
| Q1 2019 | $5,873,000 | -8.9% | 99,882 | -18.8% | 0.24% | -17.6% |
| Q4 2018 | $6,448,000 | -14.4% | 123,054 | -6.9% | 0.30% | +15.6% |
| Q3 2018 | $7,536,000 | -51.5% | 132,124 | -54.8% | 0.26% | -55.0% |
| Q2 2018 | $15,548,000 | +0.5% | 292,469 | -1.8% | 0.57% | -0.2% |
| Q1 2018 | $15,470,000 | -47.9% | 297,890 | -47.0% | 0.57% | -36.9% |
| Q4 2017 | $29,682,000 | +109.4% | 562,371 | +99.7% | 0.90% | +51.8% |
| Q3 2017 | $14,173,000 | +0.1% | 281,541 | -2.7% | 0.60% | -10.3% |
| Q2 2017 | $14,158,000 | +24.3% | 289,362 | +21.2% | 0.66% | +13.1% |
| Q1 2017 | $11,391,000 | +171.2% | 238,701 | +157.0% | 0.59% | +153.7% |
| Q4 2016 | $4,200,000 | +215.6% | 92,883 | +217.0% | 0.23% | +208.0% |
| Q3 2016 | $1,331,000 | – | 29,297 | – | 0.08% | – |
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% |