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 | $1,550,000 | +13.8% | 22,839 | +6.9% | 0.14% | 0.0% |
Q3 2020 | $1,362,000 | -24.4% | 21,368 | -28.1% | 0.14% | -29.7% |
Q2 2020 | $1,802,000 | +281.8% | 29,714 | +240.4% | 0.19% | +255.6% |
Q1 2020 | $472,000 | +1.9% | 8,730 | +23.7% | 0.05% | +28.6% |
Q4 2019 | $463,000 | +76.0% | 7,059 | +8.3% | 0.04% | -12.5% |
Q2 2015 | $263,000 | -22.6% | 6,520 | -20.9% | 0.05% | -22.6% |
Q1 2015 | $340,000 | – | 8,240 | – | 0.06% | – |
Download |
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% |