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 | $809,135 | +133.6% | 11,179 | +139.9% | 0.01% | +20.0% |
| Q2 2023 | $346,378 | +0.6% | 4,660 | -1.6% | 0.01% | -16.7% |
| Q1 2023 | $344,425 | -49.6% | 4,735 | -50.0% | 0.01% | 0.0% |
| Q4 2022 | $682,788 | +9.1% | 9,470 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $626,122 | +88.6% | 9,470 | +100.0% | 0.01% | -14.3% |
| Q2 2022 | $332,042 | +8.2% | 4,735 | +20.9% | 0.01% | 0.0% |
| Q1 2022 | $307,000 | +28.5% | 3,918 | +32.6% | 0.01% | +16.7% |
| Q4 2021 | $239,000 | +36.6% | 2,955 | +14.8% | 0.01% | -14.3% |
| Q4 2020 | $175,000 | +993.8% | 2,575 | +938.3% | 0.01% | +250.0% |
| Q3 2019 | $16,000 | -63.6% | 248 | -72.1% | 0.00% | -89.5% |
| Q2 2017 | $44,000 | +4.8% | 890 | 0.0% | 0.02% | -17.4% |
| Q1 2017 | $42,000 | – | 890 | – | 0.02% | – |
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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% |