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 | $48,790 | -32.4% | 680 | -30.0% | 0.00% | 0.0% |
| Q2 2023 | $72,174 | +15.0% | 971 | +12.5% | 0.00% | 0.0% |
| Q1 2023 | $62,775 | -87.6% | 863 | -87.7% | 0.00% | -88.9% |
| Q4 2022 | $504,759 | +10.7% | 7,000 | +1.6% | 0.01% | 0.0% |
| Q3 2022 | $456,000 | -17.1% | 6,892 | -12.0% | 0.01% | -18.2% |
| Q2 2022 | $550,000 | -9.4% | 7,836 | +0.2% | 0.01% | +10.0% |
| Q1 2022 | $607,000 | -3.7% | 7,823 | +0.6% | 0.01% | 0.0% |
| Q4 2021 | $630,000 | -31.0% | 7,779 | -37.4% | 0.01% | -37.5% |
| Q3 2021 | $913,000 | +69.1% | 12,429 | +59.3% | 0.02% | +60.0% |
| Q1 2021 | $540,000 | -14.8% | 7,804 | -16.4% | 0.01% | -16.7% |
| Q4 2020 | $634,000 | -2.0% | 9,338 | -8.0% | 0.01% | -14.3% |
| Q3 2020 | $647,000 | -4.0% | 10,151 | -8.7% | 0.01% | -12.5% |
| Q2 2020 | $674,000 | +11.4% | 11,124 | -0.7% | 0.02% | -5.9% |
| Q1 2020 | $605,000 | +12.9% | 11,198 | +37.0% | 0.02% | +41.7% |
| Q4 2019 | $536,000 | +0.8% | 8,175 | -1.5% | 0.01% | -7.7% |
| Q3 2019 | $532,000 | +6.8% | 8,302 | +2.9% | 0.01% | +8.3% |
| Q2 2019 | $498,000 | +55.1% | 8,071 | +48.0% | 0.01% | +50.0% |
| Q1 2019 | $321,000 | +45.2% | 5,453 | +29.2% | 0.01% | +33.3% |
| Q4 2018 | $221,000 | -3.9% | 4,220 | +4.8% | 0.01% | 0.0% |
| Q3 2018 | $230,000 | -19.6% | 4,026 | -25.3% | 0.01% | -25.0% |
| Q2 2018 | $286,000 | -2.7% | 5,391 | -4.7% | 0.01% | 0.0% |
| Q1 2018 | $294,000 | +26.7% | 5,658 | +28.8% | 0.01% | +33.3% |
| Q4 2017 | $232,000 | +5.0% | 4,394 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $221,000 | -1.3% | 4,394 | -4.1% | 0.01% | -14.3% |
| Q2 2017 | $224,000 | – | 4,584 | – | 0.01% | – |
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% |