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 | $351,839 | +107826.1% | 4,861 | +10.9% | 0.01% | 0.0% |
| Q2 2023 | $326 | +29.9% | 4,384 | +27.3% | 0.01% | +40.0% |
| Q1 2023 | $251 | -14.9% | 3,445 | -15.7% | 0.01% | -28.6% |
| Q4 2022 | $295 | -99.9% | 4,087 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $270,000 | -10.6% | 4,087 | -4.9% | 0.01% | 0.0% |
| Q2 2022 | $302,000 | -9.3% | 4,298 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $333,000 | -23.8% | 4,298 | -20.4% | 0.01% | -22.2% |
| Q4 2021 | $437,000 | -51.0% | 5,398 | -55.5% | 0.01% | -52.6% |
| Q3 2021 | $891,000 | +48.7% | 12,119 | +49.0% | 0.02% | +46.2% |
| Q2 2021 | $599,000 | +10.1% | 8,132 | +3.4% | 0.01% | 0.0% |
| Q1 2021 | $544,000 | -12.0% | 7,865 | -13.6% | 0.01% | -18.8% |
| Q4 2020 | $618,000 | -3.7% | 9,104 | -9.7% | 0.02% | -15.8% |
| Q3 2020 | $642,000 | +28.7% | 10,080 | +22.4% | 0.02% | +18.8% |
| Q2 2020 | $499,000 | +120.8% | 8,235 | +93.4% | 0.02% | +60.0% |
| Q2 2018 | $226,000 | -6.2% | 4,257 | -8.1% | 0.01% | -9.1% |
| Q1 2018 | $241,000 | -18.9% | 4,633 | -17.7% | 0.01% | -21.4% |
| Q4 2017 | $297,000 | +10.8% | 5,631 | +5.8% | 0.01% | +7.7% |
| Q3 2017 | $268,000 | -26.4% | 5,322 | -28.5% | 0.01% | -27.8% |
| Q2 2017 | $364,000 | +2.2% | 7,447 | -0.2% | 0.02% | 0.0% |
| Q1 2017 | $356,000 | – | 7,465 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Advisors, LLC | 959,675 | $77,638,000 | 23.66% |
| Wealth Advisors of Iowa, LLC | 476,499 | $38,549,000 | 21.08% |
| Halpern Financial, Inc. | 604,591 | $48,911,382 | 20.93% |
| Personal Wealth Partners | 560,612 | $45,354,000 | 18.72% |
| Cassia Capital Partners, LLC | 324,120 | $26,221,000 | 17.61% |
| Legacy Financial Advisors, Inc. | 903,009 | $73,053,000 | 16.76% |
| Tillar-Wenstrup Advisors, LLC | 404,653 | $32,736,000 | 15.42% |
| Syverson Strege & Co | 228,693 | $18,501,000 | 13.71% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 242,184 | $19,593,000 | 13.71% |
| AGILIS PARTNERS LLC | 320,613 | $25,938,000 | 12.98% |