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 | $332,000 | -9.5% | 4,725 | 0.0% | 0.06% | +7.8% |
| Q1 2022 | $367,000 | -3.9% | 4,725 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $382,000 | +20.1% | 4,725 | +9.2% | 0.05% | +8.5% |
| Q3 2021 | $318,000 | -8.6% | 4,325 | -8.5% | 0.05% | -9.6% |
| Q2 2021 | $348,000 | +6.4% | 4,725 | 0.0% | 0.05% | -3.7% |
| Q1 2021 | $327,000 | -7.6% | 4,725 | -9.5% | 0.05% | -14.3% |
| Q4 2020 | $354,000 | +3.8% | 5,220 | -7.1% | 0.06% | -19.2% |
| Q2 2020 | $341,000 | +12.2% | 5,620 | 0.0% | 0.08% | -3.7% |
| Q1 2020 | $304,000 | -17.6% | 5,620 | 0.0% | 0.08% | +3.8% |
| Q4 2019 | $369,000 | +2.5% | 5,620 | 0.0% | 0.08% | -6.0% |
| Q3 2019 | $360,000 | +3.7% | 5,620 | 0.0% | 0.08% | -2.4% |
| Q2 2019 | $347,000 | +5.2% | 5,620 | 0.0% | 0.08% | -10.5% |
| Q1 2019 | $330,000 | +11.9% | 5,620 | 0.0% | 0.10% | -2.1% |
| Q4 2018 | $295,000 | -8.4% | 5,620 | 0.0% | 0.10% | +2.1% |
| Q3 2018 | $322,000 | +7.3% | 5,620 | 0.0% | 0.10% | +1.1% |
| Q2 2018 | $300,000 | +2.7% | 5,620 | 0.0% | 0.09% | -1.1% |
| Q1 2018 | $292,000 | – | 5,620 | – | 0.10% | – |
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% |