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 2023 | $203,686 | +1.3% | 2,740 | -7.5% | 0.08% | -23.6% |
| Q4 2020 | $201,000 | -17.6% | 2,963 | -34.5% | 0.11% | -48.4% |
| Q1 2020 | $244,000 | -58.4% | 4,523 | -47.9% | 0.21% | -49.8% |
| Q4 2019 | $586,000 | +6.0% | 8,686 | +0.3% | 0.42% | -8.0% |
| Q3 2019 | $553,000 | -0.2% | 8,664 | -1.2% | 0.46% | -1.5% |
| Q2 2019 | $554,000 | +17.9% | 8,770 | +9.7% | 0.47% | +2.2% |
| Q1 2019 | $470,000 | +24.0% | 7,993 | +10.5% | 0.46% | +15.1% |
| Q4 2018 | $379,000 | +14.2% | 7,232 | +19.1% | 0.40% | +28.8% |
| Q3 2018 | $332,000 | – | 6,070 | – | 0.31% | – |
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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% |