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 2020 | $368,000 | -94.9% | 5,427 | -95.2% | 0.59% | -94.2% |
| Q3 2020 | $7,155,000 | -17.9% | 112,271 | -21.9% | 10.22% | -7.1% |
| Q2 2020 | $8,712,000 | +56.6% | 143,685 | +39.5% | 11.00% | +47.4% |
| Q1 2020 | $5,563,000 | -22.9% | 102,999 | -6.3% | 7.46% | +21.6% |
| Q4 2019 | $7,214,000 | +0.7% | 109,962 | -1.7% | 6.14% | -17.6% |
| Q3 2019 | $7,167,000 | +4.5% | 111,812 | +0.7% | 7.45% | +21.8% |
| Q2 2019 | $6,856,000 | +1.1% | 111,060 | -3.7% | 6.11% | -10.8% |
| Q1 2019 | $6,782,000 | – | 115,344 | – | 6.85% | – |
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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% |