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 | $16,955,772 | -4.8% | 234,260 | -2.2% | 0.66% | +0.8% |
| Q2 2023 | $17,803,838 | +93886.4% | 239,524 | -8.0% | 0.65% | -10.5% |
| Q1 2023 | $18,943 | -7.4% | 260,421 | -8.2% | 0.73% | -9.6% |
| Q4 2022 | $20,455 | -99.9% | 283,693 | -5.2% | 0.80% | -5.0% |
| Q3 2022 | $19,790,000 | -6.5% | 299,394 | -0.7% | 0.84% | -3.1% |
| Q2 2022 | $21,164,000 | +3574.3% | 301,450 | +3962.7% | 0.87% | +2625.0% |
| Q1 2022 | $576,000 | +13.8% | 7,420 | +18.7% | 0.03% | +18.5% |
| Q4 2021 | $506,000 | +10.2% | 6,250 | 0.0% | 0.03% | -6.9% |
| Q3 2021 | $459,000 | -0.2% | 6,250 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $460,000 | -50.0% | 6,250 | -53.0% | 0.03% | -53.2% |
| Q1 2021 | $920,000 | +1.9% | 13,302 | 0.0% | 0.06% | -4.6% |
| Q4 2020 | $903,000 | +6.6% | 13,302 | 0.0% | 0.06% | -7.1% |
| Q3 2020 | $847,000 | +5.0% | 13,302 | 0.0% | 0.07% | -1.4% |
| Q2 2020 | $807,000 | +138.8% | 13,302 | +112.8% | 0.07% | +97.2% |
| Q1 2020 | $338,000 | -17.6% | 6,250 | 0.0% | 0.04% | +2.9% |
| Q4 2019 | $410,000 | +2.2% | 6,250 | 0.0% | 0.04% | -5.4% |
| Q3 2019 | $401,000 | +3.9% | 6,250 | 0.0% | 0.04% | +2.8% |
| Q2 2019 | $386,000 | +4.9% | 6,250 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $368,000 | – | 6,250 | – | 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% |