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 | $12,943,813 | -57.4% | 178,831 | -15.2% | 4.18% | -26.1% |
| Q2 2023 | $30,371,884 | +1.3% | 210,785 | -0.7% | 5.66% | -12.2% |
| Q1 2023 | $29,994,660 | 0.0% | 212,259 | -1.2% | 6.44% | +35.8% |
| Q4 2022 | $29,994,660 | +119.2% | 214,731 | +3.7% | 4.74% | +4.8% |
| Q3 2022 | $13,685,000 | -3.5% | 207,043 | +2.5% | 4.52% | +4.8% |
| Q2 2022 | $14,178,000 | -10.7% | 201,935 | -1.3% | 4.32% | -8.3% |
| Q1 2022 | $15,868,000 | -0.7% | 204,493 | +3.5% | 4.71% | -2.0% |
| Q4 2021 | $15,981,000 | +51.8% | 197,525 | +38.0% | 4.81% | +44.5% |
| Q3 2021 | $10,525,000 | -17.8% | 143,178 | -17.7% | 3.32% | -13.6% |
| Q2 2021 | $12,808,000 | +13.8% | 174,034 | +7.0% | 3.85% | -1.0% |
| Q1 2021 | $11,255,000 | +2.5% | 162,605 | +0.5% | 3.89% | +9.6% |
| Q4 2020 | $10,981,000 | +15.0% | 161,822 | +8.0% | 3.55% | -4.4% |
| Q3 2020 | $9,547,000 | +5.8% | 149,822 | +0.5% | 3.71% | -4.2% |
| Q2 2020 | $9,023,000 | -7.5% | 149,132 | -17.3% | 3.87% | -22.0% |
| Q1 2020 | $9,759,000 | -21.8% | 180,354 | -5.2% | 4.96% | -7.4% |
| Q4 2019 | $12,477,000 | – | 190,201 | – | 5.36% | – |
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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% |