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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $849,097 | -0.8% | 11,423 | -3.0% | 0.40% | -0.3% |
| Q1 2023 | $856,227 | -32.6% | 11,771 | -33.2% | 0.40% | -19.3% |
| Q4 2022 | $1,270,726 | +70.8% | 17,624 | +56.5% | 0.49% | +15.5% |
| Q3 2022 | $744,000 | -7.9% | 11,261 | -2.1% | 0.43% | -5.1% |
| Q2 2022 | $808,000 | -83.3% | 11,508 | -81.6% | 0.45% | -68.8% |
| Q1 2022 | $4,852,000 | -3.0% | 62,556 | +1.1% | 1.44% | +7.9% |
| Q4 2021 | $5,003,000 | +11.8% | 61,847 | +1.6% | 1.34% | +36.4% |
| Q3 2021 | $4,473,000 | -2.4% | 60,859 | -1.7% | 0.98% | +12.5% |
| Q2 2021 | $4,581,000 | +6.4% | 61,915 | -0.5% | 0.87% | +3.8% |
| Q1 2021 | $4,307,000 | +2.9% | 62,255 | +0.9% | 0.84% | +12.2% |
| Q4 2020 | $4,187,000 | +4.3% | 61,677 | -2.1% | 0.75% | -9.5% |
| Q3 2020 | $4,016,000 | +5.5% | 63,011 | +0.4% | 0.82% | -0.5% |
| Q2 2020 | $3,807,000 | -62.4% | 62,789 | -66.5% | 0.83% | -67.0% |
| Q1 2020 | $10,136,000 | -25.0% | 187,663 | -8.9% | 2.51% | -7.6% |
| Q4 2019 | $13,519,000 | -1.7% | 206,080 | -4.0% | 2.72% | -11.1% |
| Q3 2019 | $13,759,000 | +204.7% | 214,646 | +193.4% | 3.06% | +139.7% |
| Q2 2019 | $4,516,000 | +99.6% | 73,158 | +90.2% | 1.28% | +85.1% |
| Q1 2019 | $2,262,000 | +295.5% | 38,463 | +252.6% | 0.69% | +228.1% |
| Q4 2018 | $572,000 | +95.2% | 10,909 | +112.2% | 0.21% | +144.2% |
| Q3 2018 | $293,000 | +24.7% | 5,140 | +21.4% | 0.09% | +26.5% |
| Q2 2018 | $235,000 | -27.9% | 4,235 | -32.4% | 0.07% | -27.7% |
| Q1 2018 | $326,000 | -35.1% | 6,268 | -32.1% | 0.09% | -25.4% |
| Q4 2017 | $502,000 | – | 9,225 | – | 0.13% | – |
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% |