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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $21,822 | +0.9% | 300 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $21,630 | +8.2% | 300 | 0.0% | 0.02% | -6.2% |
| Q3 2022 | $20,000 | -4.8% | 300 | 0.0% | 0.02% | +6.7% |
| Q2 2022 | $21,000 | -8.7% | 300 | 0.0% | 0.02% | +15.4% |
| Q1 2022 | $23,000 | -4.2% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $24,000 | +9.1% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $22,000 | -56.0% | 300 | -55.8% | 0.01% | -53.6% |
| Q2 2021 | $50,000 | +6.4% | 679 | 0.0% | 0.03% | -6.7% |
| Q1 2021 | $47,000 | -48.9% | 679 | -50.0% | 0.03% | -55.2% |
| Q4 2020 | $92,000 | +5.7% | 1,358 | 0.0% | 0.07% | -15.2% |
| Q3 2020 | $87,000 | +6.1% | 1,358 | 0.0% | 0.08% | -12.2% |
| Q2 2020 | $82,000 | +121.6% | 1,358 | +100.0% | 0.09% | +91.5% |
| Q1 2020 | $37,000 | -17.8% | 679 | 0.0% | 0.05% | +27.0% |
| Q4 2019 | $45,000 | +2.3% | 679 | 0.0% | 0.04% | -11.9% |
| Q3 2019 | $44,000 | +4.8% | 679 | 0.0% | 0.04% | +2.4% |
| Q2 2019 | $42,000 | +5.0% | 679 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $40,000 | +11.1% | 679 | 0.0% | 0.04% | -8.9% |
| Q4 2018 | $36,000 | – | 679 | – | 0.04% | – |
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% |