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 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2021 | $140,000 | +13900.0% | 1,904 | +10477.8% | 0.06% | +6200.0% |
| Q3 2020 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,000 | -99.9% | 18 | -99.9% | 0.00% | -99.9% |
| Q1 2020 | $1,249,000 | -66.8% | 22,558 | -60.7% | 0.98% | -56.8% |
| Q4 2019 | $3,761,000 | -2.4% | 57,327 | -4.7% | 2.26% | -11.5% |
| Q3 2019 | $3,855,000 | +1.8% | 60,134 | -1.9% | 2.56% | +0.7% |
| Q2 2019 | $3,785,000 | +17.3% | 61,323 | +11.7% | 2.54% | +6.1% |
| Q1 2019 | $3,228,000 | +18.9% | 54,883 | +6.0% | 2.39% | -1.1% |
| Q4 2018 | $2,714,000 | -3.1% | 51,783 | +5.4% | 2.42% | +24.6% |
| Q3 2018 | $2,801,000 | +44.5% | 49,110 | +34.7% | 1.94% | +33.1% |
| Q2 2018 | $1,938,000 | -8.8% | 36,471 | -10.9% | 1.46% | -13.0% |
| Q1 2018 | $2,125,000 | -41.5% | 40,929 | -40.6% | 1.68% | -35.1% |
| Q4 2017 | $3,635,000 | – | 68,861 | – | 2.58% | – |
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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% |