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 | $6,118,064 | -57.2% | 84,527 | -56.1% | 0.00% | -66.7% |
| Q2 2023 | $14,304,586 | +84.7% | 192,447 | +80.8% | 0.00% | +50.0% |
| Q1 2023 | $7,744,555 | +74.3% | 106,469 | +72.8% | 0.00% | +100.0% |
| Q4 2022 | $4,443,595 | +792.3% | 61,631 | +718.6% | 0.00% | – |
| Q3 2022 | $498,000 | -98.4% | 7,529 | -98.3% | 0.00% | -100.0% |
| Q2 2022 | $30,482,000 | +94.6% | 434,157 | +115.1% | 0.01% | +133.3% |
| Q1 2022 | $15,660,000 | +279.7% | 201,883 | +296.0% | 0.00% | +200.0% |
| Q4 2021 | $4,124,000 | -48.3% | 50,980 | -53.0% | 0.00% | -50.0% |
| Q2 2021 | $7,979,000 | +414.1% | 108,389 | +374.2% | 0.00% | – |
| Q4 2020 | $1,552,000 | -69.9% | 22,859 | -71.8% | 0.00% | -100.0% |
| Q3 2020 | $5,161,000 | +8.7% | 80,990 | +3.4% | 0.00% | 0.0% |
| Q2 2020 | $4,748,000 | -47.4% | 78,306 | -43.0% | 0.00% | -50.0% |
| Q4 2019 | $9,019,000 | +220.2% | 137,489 | +212.9% | 0.00% | +100.0% |
| Q3 2019 | $2,817,000 | -76.6% | 43,941 | -77.5% | 0.00% | -66.7% |
| Q2 2019 | $12,042,000 | +1270.0% | 195,075 | +1205.4% | 0.00% | – |
| Q1 2019 | $879,000 | -35.0% | 14,944 | -42.1% | 0.00% | – |
| Q4 2018 | $1,352,000 | +45.1% | 25,807 | +58.0% | 0.00% | – |
| Q3 2018 | $932,000 | -13.8% | 16,336 | -19.7% | 0.00% | – |
| Q2 2018 | $1,081,000 | -42.8% | 20,337 | -44.1% | 0.00% | – |
| Q1 2018 | $1,890,000 | -71.4% | 36,397 | -70.9% | 0.00% | -100.0% |
| Q4 2017 | $6,612,000 | +1020.7% | 125,267 | +969.2% | 0.00% | – |
| Q3 2017 | $590,000 | -94.6% | 11,716 | -94.8% | 0.00% | -100.0% |
| Q2 2017 | $10,968,000 | +96.1% | 224,165 | +91.2% | 0.00% | +50.0% |
| Q1 2017 | $5,594,000 | +110.7% | 117,229 | +99.7% | 0.00% | +100.0% |
| Q4 2016 | $2,655,000 | -82.1% | 58,717 | -82.1% | 0.00% | -80.0% |
| Q3 2016 | $14,863,000 | +1293.0% | 327,162 | +1316.5% | 0.01% | – |
| Q2 2016 | $1,067,000 | -55.1% | 23,096 | -57.3% | 0.00% | -100.0% |
| Q1 2016 | $2,376,000 | +567.4% | 54,083 | +534.5% | 0.00% | – |
| Q4 2015 | $356,000 | -46.2% | 8,524 | -49.0% | 0.00% | – |
| Q3 2015 | $662,000 | -93.4% | 16,717 | -93.1% | 0.00% | -100.0% |
| Q1 2015 | $10,050,000 | +81.3% | 243,572 | +77.9% | 0.00% | +50.0% |
| Q4 2014 | $5,544,000 | – | 136,952 | – | 0.00% | – |
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% |