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 | $76,189,000 | +32.3% | 1,152,638 | +40.6% | 2.13% | +32.2% |
| Q2 2022 | $57,574,000 | -6.3% | 820,021 | +3.5% | 1.61% | +10.6% |
| Q1 2022 | $61,437,000 | +19.4% | 792,023 | +24.6% | 1.46% | +11.0% |
| Q4 2021 | $51,435,000 | +243.4% | 635,781 | +212.0% | 1.31% | +193.5% |
| Q3 2021 | $14,977,000 | -4.9% | 203,764 | -4.8% | 0.45% | -19.9% |
| Q2 2021 | $15,752,000 | +11.5% | 213,989 | +4.8% | 0.56% | -21.5% |
| Q1 2021 | $14,130,000 | -32.9% | 204,216 | -34.2% | 0.71% | -54.7% |
| Q4 2020 | $21,053,000 | +31.1% | 310,153 | +23.1% | 1.57% | +8.3% |
| Q3 2020 | $16,062,000 | +162.9% | 252,038 | +150.2% | 1.45% | +57.6% |
| Q2 2020 | $6,109,000 | +211.8% | 100,752 | +204.2% | 0.92% | +63.4% |
| Q1 2020 | $1,959,000 | +87.1% | 33,118 | +107.5% | 0.56% | +25.7% |
| Q4 2019 | $1,047,000 | +190.0% | 15,963 | +183.1% | 0.45% | +154.5% |
| Q3 2019 | $361,000 | +20.3% | 5,639 | +16.2% | 0.18% | +4.1% |
| Q2 2019 | $300,000 | – | 4,853 | – | 0.17% | – |
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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% |