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 ↓ |
|---|---|---|---|
| Financial Advisors, LLC | 959,675 | $77,638,000 | 23.66% |
| Wealth Advisors of Iowa, LLC | 476,499 | $38,549,000 | 21.08% |
| Halpern Financial, Inc. | 604,591 | $48,911,382 | 20.93% |
| Personal Wealth Partners | 560,612 | $45,354,000 | 18.72% |
| Cassia Capital Partners, LLC | 324,120 | $26,221,000 | 17.61% |
| Legacy Financial Advisors, Inc. | 903,009 | $73,053,000 | 16.76% |
| Tillar-Wenstrup Advisors, LLC | 404,653 | $32,736,000 | 15.42% |
| Syverson Strege & Co | 228,693 | $18,501,000 | 13.71% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 242,184 | $19,593,000 | 13.71% |
| AGILIS PARTNERS LLC | 320,613 | $25,938,000 | 12.98% |