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 2022 | $2,081,000 | 0.0% | 25,728 | 0.0% | 0.32% | 0.0% |
| Q4 2021 | $2,081,000 | -21.4% | 25,728 | -28.6% | 0.32% | -28.6% |
| Q3 2021 | $2,648,000 | -47.9% | 36,033 | -47.8% | 0.45% | -48.6% |
| Q2 2021 | $5,083,000 | -35.4% | 69,053 | -39.3% | 0.87% | -40.9% |
| Q1 2021 | $7,870,000 | -21.6% | 113,746 | -23.1% | 1.47% | -31.6% |
| Q4 2020 | $10,041,000 | -20.9% | 147,937 | -25.7% | 2.15% | -31.6% |
| Q3 2020 | $12,691,000 | +14.6% | 199,146 | +9.0% | 3.14% | +11.5% |
| Q2 2020 | $11,075,000 | +121.7% | 182,680 | +139.8% | 2.82% | +96.9% |
| Q4 2019 | $4,996,000 | +64.0% | 76,171 | +60.3% | 1.43% | +40.6% |
| Q3 2019 | $3,046,000 | +496.1% | 47,525 | +473.5% | 1.02% | +427.5% |
| Q2 2019 | $511,000 | -89.5% | 8,287 | -90.0% | 0.19% | -89.5% |
| Q1 2019 | $4,870,000 | +58.8% | 82,835 | +41.5% | 1.84% | +46.5% |
| Q4 2018 | $3,066,000 | – | 58,527 | – | 1.26% | – |
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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% |