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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $200,981 | -97.3% | 2,763 | -97.5% | 0.04% | -97.9% |
| Q3 2022 | $7,346,000 | -58.2% | 111,134 | -55.6% | 1.68% | -52.7% |
| Q2 2022 | $17,576,000 | -40.9% | 250,340 | -34.7% | 3.56% | -36.6% |
| Q1 2022 | $29,740,000 | -4.9% | 383,394 | -0.8% | 5.62% | +44.8% |
| Q4 2021 | $31,266,000 | +11.0% | 386,477 | +0.8% | 3.88% | -31.4% |
| Q3 2021 | $28,170,000 | -1.0% | 383,267 | -0.9% | 5.66% | -0.9% |
| Q2 2021 | $28,468,000 | +8.1% | 386,746 | +1.7% | 5.71% | -1.3% |
| Q1 2021 | $26,323,000 | +0.2% | 380,451 | -1.7% | 5.78% | -8.8% |
| Q4 2020 | $26,283,000 | +7.3% | 387,202 | +4.1% | 6.34% | +3.1% |
| Q3 2020 | $24,501,000 | +11.7% | 371,908 | +2.8% | 6.15% | +5.7% |
| Q2 2020 | $21,939,000 | +20.0% | 361,848 | +6.9% | 5.81% | +3.3% |
| Q1 2020 | $18,284,000 | +6671.9% | 338,526 | +8118.6% | 5.63% | +7829.6% |
| Q4 2019 | $270,000 | – | 4,119 | – | 0.07% | – |
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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% |