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 | $18,095 | -15.8% | 250 | -13.5% | 0.00% | 0.0% |
| Q2 2023 | $21,482 | +2.2% | 289 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $21,022 | +0.9% | 289 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $20,837 | +9.7% | 289 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $19,000 | -5.0% | 289 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $20,000 | +566.7% | 289 | +588.1% | 0.01% | +150.0% |
| Q3 2020 | $3,000 | -80.0% | 42 | -84.7% | 0.00% | -77.8% |
| Q4 2017 | $15,000 | +7.1% | 275 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $14,000 | – | 275 | – | 0.01% | – |
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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% |