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 | $1,903,031 | -6.3% | 26,292 | -3.8% | 0.13% | -2.3% |
| Q2 2023 | $2,030,612 | +15.1% | 27,318 | +12.6% | 0.13% | +9.1% |
| Q1 2023 | $1,764,582 | -4.1% | 24,258 | -4.9% | 0.12% | -12.9% |
| Q4 2022 | $1,839,585 | +8.0% | 25,514 | -1.0% | 0.14% | -1.4% |
| Q3 2022 | $1,703,000 | +1537.5% | 25,773 | +1637.9% | 0.14% | +1181.8% |
| Q2 2022 | $104,000 | -17.5% | 1,483 | -8.9% | 0.01% | 0.0% |
| Q1 2022 | $126,000 | +82.6% | 1,628 | +89.3% | 0.01% | +83.3% |
| Q4 2021 | $69,000 | +38.0% | 860 | +26.5% | 0.01% | +50.0% |
| Q3 2021 | $50,000 | -26.5% | 680 | -27.2% | 0.00% | -42.9% |
| Q2 2021 | $68,000 | -28.4% | 934 | -32.6% | 0.01% | -30.0% |
| Q1 2021 | $95,000 | +66.7% | 1,385 | +63.1% | 0.01% | +42.9% |
| Q4 2020 | $57,000 | -16.2% | 849 | -21.1% | 0.01% | -30.0% |
| Q3 2020 | $68,000 | -89.6% | 1,076 | -90.1% | 0.01% | -90.3% |
| Q2 2020 | $655,000 | -29.0% | 10,818 | -36.6% | 0.10% | -43.4% |
| Q1 2020 | $922,000 | -87.0% | 17,072 | -84.3% | 0.18% | -84.0% |
| Q4 2019 | $7,115,000 | -19.1% | 108,467 | -20.9% | 1.14% | -25.9% |
| Q3 2019 | $8,792,000 | -10.3% | 137,173 | -13.6% | 1.54% | -12.4% |
| Q2 2019 | $9,797,000 | – | 158,711 | – | 1.76% | – |
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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% |