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 2022 | $325,027 | +9.1% | 4,508 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $298,000 | -15.1% | 4,508 | -9.7% | 0.04% | -11.6% |
| Q2 2022 | $351,000 | -55.3% | 4,993 | -50.7% | 0.04% | -48.8% |
| Q1 2022 | $786,000 | -96.1% | 10,127 | -95.9% | 0.08% | -95.9% |
| Q4 2021 | $20,057,000 | +2.4% | 247,924 | -7.0% | 2.03% | -6.5% |
| Q3 2021 | $19,594,000 | +0.6% | 266,590 | +0.7% | 2.18% | -0.1% |
| Q2 2021 | $19,481,000 | -17.1% | 264,649 | -22.1% | 2.18% | -23.0% |
| Q1 2021 | $23,507,000 | +2.5% | 339,746 | +0.5% | 2.83% | -5.3% |
| Q4 2020 | $22,943,000 | +5.1% | 337,993 | -1.3% | 2.99% | -2.8% |
| Q3 2020 | $21,830,000 | +0.4% | 342,543 | -4.5% | 3.08% | -5.4% |
| Q2 2020 | $21,739,000 | +8.3% | 358,548 | -3.6% | 3.25% | -7.9% |
| Q1 2020 | $20,082,000 | -14.5% | 371,819 | +3.9% | 3.53% | +8.0% |
| Q4 2019 | $23,475,000 | +4.3% | 357,853 | +1.9% | 3.27% | -2.2% |
| Q3 2019 | $22,501,000 | +12.2% | 351,027 | +8.0% | 3.34% | +9.4% |
| Q2 2019 | $20,061,000 | +33.2% | 324,983 | +26.9% | 3.06% | +29.9% |
| Q1 2019 | $15,063,000 | – | 256,176 | – | 2.36% | – |
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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% |