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 | $1,205,874 | -3.3% | 16,660 | -0.7% | 0.07% | +2.8% |
| Q2 2023 | $1,247,528 | -0.6% | 16,784 | -2.7% | 0.07% | -4.0% |
| Q1 2023 | $1,254,701 | +2.3% | 17,249 | +1.4% | 0.08% | -5.1% |
| Q4 2022 | $1,226,945 | +5.2% | 17,017 | -3.5% | 0.08% | 0.0% |
| Q3 2022 | $1,166,000 | -8.0% | 17,633 | -2.4% | 0.08% | -4.8% |
| Q2 2022 | $1,268,000 | -23.8% | 18,067 | -15.8% | 0.08% | -15.3% |
| Q1 2022 | $1,664,000 | -53.5% | 21,448 | -51.5% | 0.10% | -53.6% |
| Q4 2021 | $3,579,000 | +8.7% | 44,241 | -1.3% | 0.21% | -3.2% |
| Q3 2021 | $3,294,000 | -40.4% | 44,818 | -40.3% | 0.22% | -46.3% |
| Q2 2021 | $5,523,000 | -5.9% | 75,025 | -11.6% | 0.41% | -24.4% |
| Q1 2021 | $5,872,000 | +68.0% | 84,872 | +64.8% | 0.54% | +40.2% |
| Q4 2020 | $3,496,000 | +171.2% | 51,504 | +154.6% | 0.38% | +135.0% |
| Q3 2020 | $1,289,000 | -92.3% | 20,226 | -92.7% | 0.16% | -91.7% |
| Q2 2020 | $16,825,000 | – | 277,496 | – | 1.97% | – |
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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% |