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 | $8,717,400 | -1.8% | 120,000 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $8,874,000 | +654.6% | 120,000 | +605.9% | 0.02% | +375.0% |
| Q1 2021 | $1,176,000 | -84.3% | 17,000 | -84.5% | 0.00% | -85.7% |
| Q4 2020 | $7,467,000 | +173.7% | 110,000 | +157.0% | 0.03% | +100.0% |
| Q3 2020 | $2,728,000 | +5.1% | 42,800 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $2,595,000 | -2.7% | 42,800 | -13.4% | 0.02% | -23.8% |
| Q1 2020 | $2,668,000 | +15.2% | 49,400 | +39.9% | 0.02% | +50.0% |
| Q4 2019 | $2,316,000 | -29.4% | 35,300 | -31.1% | 0.01% | -39.1% |
| Q3 2019 | $3,282,000 | +346.5% | 51,200 | +330.3% | 0.02% | +360.0% |
| Q2 2019 | $735,000 | +104.7% | 11,900 | +95.1% | 0.01% | +66.7% |
| Q1 2019 | $359,000 | – | 6,100 | – | 0.00% | – |
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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% |