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 | $263,000 | -11.7% | 3,750 | -2.4% | 0.20% | +6.8% |
| Q1 2022 | $298,000 | -99.9% | 3,844 | -34.6% | 0.19% | -34.0% |
| Q4 2021 | $475,247,000 | +55680.2% | 5,875 | -49.3% | 0.29% | -48.7% |
| Q3 2021 | $852,000 | -62.1% | 11,593 | -62.1% | 0.56% | -65.6% |
| Q2 2021 | $2,250,000 | -64.7% | 30,568 | -66.8% | 1.63% | -70.8% |
| Q1 2021 | $6,378,000 | +8.5% | 92,178 | +6.4% | 5.59% | +4.9% |
| Q4 2020 | $5,880,000 | +9.6% | 86,620 | +2.9% | 5.33% | +2.3% |
| Q3 2020 | $5,365,000 | – | 84,180 | – | 5.21% | – |
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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% |