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 | $1,051,562 | -2.6% | 14,528 | 0.0% | 0.34% | +3.6% |
| Q2 2023 | $1,079,892 | +2.2% | 14,528 | 0.0% | 0.33% | -3.5% |
| Q1 2023 | $1,056,784 | +0.9% | 14,528 | 0.0% | 0.34% | -4.5% |
| Q4 2022 | $1,047,477 | +9.1% | 14,528 | 0.0% | 0.36% | -2.2% |
| Q3 2022 | $960,000 | -9.2% | 14,528 | -3.5% | 0.37% | +35.6% |
| Q2 2022 | $1,057,000 | -9.5% | 15,060 | 0.0% | 0.27% | +5.9% |
| Q1 2022 | $1,168,000 | -100.0% | 15,060 | -82.7% | 0.26% | -96.1% |
| Q4 2021 | $7,044,860,000 | +614634.7% | 87,081 | +458.6% | 6.53% | +2326.0% |
| Q3 2021 | $1,146,000 | +0.3% | 15,588 | +0.4% | 0.27% | -0.4% |
| Q2 2021 | $1,143,000 | +6.2% | 15,528 | -0.2% | 0.27% | -2.2% |
| Q1 2021 | $1,076,000 | +2.5% | 15,553 | +0.5% | 0.28% | -6.8% |
| Q4 2020 | $1,050,000 | – | 15,472 | – | 0.30% | – |
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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% |