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 | $164,547 | -33.0% | 2,273 | -31.2% | 0.02% | -28.6% |
| Q2 2023 | $245,538 | +107.5% | 3,303 | +103.0% | 0.03% | +100.0% |
| Q1 2023 | $118,358 | +1.3% | 1,627 | +0.4% | 0.01% | -6.7% |
| Q4 2022 | $116,795 | +10.2% | 1,620 | +1.0% | 0.02% | 0.0% |
| Q3 2022 | $106,000 | -6.2% | 1,604 | 0.0% | 0.02% | +7.1% |
| Q2 2022 | $113,000 | -8.9% | 1,604 | +0.3% | 0.01% | -6.7% |
| Q1 2022 | $124,000 | -3.9% | 1,599 | +0.3% | 0.02% | -6.2% |
| Q4 2021 | $129,000 | +11.2% | 1,594 | +0.8% | 0.02% | 0.0% |
| Q3 2021 | $116,000 | 0.0% | 1,582 | 0.0% | 0.02% | -5.9% |
| Q2 2021 | $116,000 | +6.4% | 1,582 | +0.7% | 0.02% | 0.0% |
| Q1 2021 | $109,000 | +1.9% | 1,571 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $107,000 | +7.0% | 1,571 | +0.4% | 0.02% | -5.6% |
| Q3 2020 | $100,000 | – | 1,564 | – | 0.02% | – |
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% |