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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $342,000 | -5.3% | 4,412 | -1.0% | 0.12% | +98.4% |
| Q4 2021 | $361,000 | +11.4% | 4,458 | +1.0% | 0.06% | -51.5% |
| Q3 2021 | $324,000 | -80.2% | 4,412 | -80.2% | 0.13% | -68.0% |
| Q2 2021 | $1,638,000 | +6.4% | 22,246 | 0.0% | 0.41% | +0.5% |
| Q1 2021 | $1,539,000 | -13.2% | 22,246 | -14.8% | 0.40% | -36.1% |
| Q4 2020 | $1,773,000 | +4.5% | 26,124 | -1.9% | 0.63% | -2.6% |
| Q3 2020 | $1,697,000 | +5.1% | 26,626 | 0.0% | 0.65% | -6.1% |
| Q2 2020 | $1,614,000 | +12.2% | 26,626 | 0.0% | 0.69% | -9.1% |
| Q1 2020 | $1,438,000 | -22.2% | 26,626 | -5.5% | 0.76% | +5.7% |
| Q4 2019 | $1,848,000 | +332.8% | 28,165 | +115.0% | 0.72% | +106.6% |
| Q2 2013 | $427,000 | – | 13,100 | – | 0.35% | – |
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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% |