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 2022 | $469,000 | +84.6% | 7,100 | +96.4% | 0.09% | +97.8% |
| Q2 2022 | $254,000 | -48.2% | 3,615 | -42.7% | 0.05% | -38.7% |
| Q1 2022 | $490,000 | -13.9% | 6,314 | -10.3% | 0.08% | -10.7% |
| Q4 2021 | $569,000 | -0.4% | 7,037 | -9.5% | 0.08% | -7.7% |
| Q3 2021 | $571,000 | -0.9% | 7,775 | -0.6% | 0.09% | -1.1% |
| Q2 2021 | $576,000 | +0.9% | 7,821 | -5.3% | 0.09% | -8.0% |
| Q1 2021 | $571,000 | +21.7% | 8,259 | +20.0% | 0.10% | +31.6% |
| Q4 2020 | $469,000 | +47.9% | 6,884 | +38.5% | 0.08% | +28.8% |
| Q3 2020 | $317,000 | +17.0% | 4,972 | +11.3% | 0.06% | +7.3% |
| Q2 2020 | $271,000 | +17.8% | 4,466 | +4.8% | 0.06% | -3.5% |
| Q1 2020 | $230,000 | -12.5% | 4,260 | +6.3% | 0.06% | +9.6% |
| Q4 2019 | $263,000 | +526.2% | 4,009 | +446.2% | 0.05% | +420.0% |
| Q3 2018 | $42,000 | +35.5% | 734 | +27.2% | 0.01% | +25.0% |
| Q2 2018 | $31,000 | – | 577 | – | 0.01% | – |
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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% |