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 | $858,000 | -4.1% | 11,061 | 0.0% | 0.09% | +20.8% |
| Q4 2021 | $895,000 | +10.1% | 11,061 | 0.0% | 0.08% | -1.3% |
| Q3 2021 | $813,000 | +12.9% | 11,061 | +13.1% | 0.08% | -31.0% |
| Q2 2021 | $720,000 | -1.6% | 9,784 | -7.5% | 0.11% | -23.1% |
| Q1 2021 | $732,000 | +1.9% | 10,576 | 0.0% | 0.15% | -3.3% |
| Q4 2020 | $718,000 | +6.5% | 10,576 | 0.0% | 0.15% | -12.1% |
| Q3 2020 | $674,000 | -24.4% | 10,576 | -28.0% | 0.17% | -29.1% |
| Q2 2020 | $891,000 | +2.6% | 14,689 | -8.6% | 0.24% | -8.6% |
| Q1 2020 | $868,000 | -32.6% | 16,068 | -18.1% | 0.27% | -15.8% |
| Q4 2019 | $1,287,000 | +2.3% | 19,618 | 0.0% | 0.32% | -6.8% |
| Q3 2019 | $1,258,000 | +335.3% | 19,618 | +319.7% | 0.34% | +286.4% |
| Q2 2019 | $289,000 | +30.2% | 4,674 | +23.7% | 0.09% | +17.3% |
| Q1 2019 | $222,000 | – | 3,780 | – | 0.08% | – |
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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% |