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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $7,000 | 0.0% | 100 | +11.1% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $7,000 | -46.2% | 90 | -55.4% | 0.00% | -66.7% |
| Q3 2020 | $13,000 | +8.3% | 202 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | -45.5% | 202 | -49.8% | 0.00% | -25.0% |
| Q1 2020 | $22,000 | -15.4% | 402 | 0.0% | 0.00% | +33.3% |
| Q4 2019 | $26,000 | +8.3% | 402 | 0.0% | 0.00% | -25.0% |
| Q3 2019 | $24,000 | +100.0% | 402 | +99.0% | 0.00% | +100.0% |
| Q2 2019 | $12,000 | +9.1% | 202 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $11,000 | +10.0% | 202 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $10,000 | -9.1% | 202 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $11,000 | +10.0% | 202 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $10,000 | 0.0% | 202 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $10,000 | -91.9% | 202 | -93.6% | 0.00% | -95.3% |
| Q3 2015 | $123,000 | – | 3,151 | – | 0.08% | – |
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% |