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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $55,000 | -43.3% | 680 | -52.2% | 0.01% | -52.9% |
| Q4 2020 | $97,000 | -81.7% | 1,424 | -82.9% | 0.02% | -82.8% |
| Q3 2020 | $530,000 | -85.5% | 8,320 | -86.2% | 0.10% | -86.2% |
| Q2 2020 | $3,649,000 | -7.1% | 60,181 | -12.2% | 0.72% | +57.5% |
| Q1 2020 | $3,926,000 | -45.8% | 68,542 | -38.0% | 0.46% | -68.1% |
| Q4 2019 | $7,247,000 | -11.6% | 110,479 | -13.6% | 1.43% | -18.8% |
| Q3 2019 | $8,199,000 | +357.5% | 127,911 | +340.7% | 1.76% | +336.6% |
| Q2 2019 | $1,792,000 | +18.2% | 29,027 | +12.6% | 0.40% | +18.8% |
| Q1 2019 | $1,516,000 | +20.0% | 25,781 | +6.9% | 0.34% | +6.6% |
| Q4 2018 | $1,263,000 | +42000.0% | 24,107 | +49098.0% | 0.32% | +31800.0% |
| Q1 2018 | $3,000 | – | 49 | – | 0.00% | – |
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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% |