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 | $201,511 | -9.8% | 2,711 | -11.8% | 0.03% | -17.9% |
| Q1 2023 | $223,431 | -18.5% | 3,072 | -19.2% | 0.04% | -25.0% |
| Q4 2022 | $274,061 | +7.9% | 3,801 | -1.1% | 0.05% | -3.7% |
| Q3 2022 | $254,000 | -10.6% | 3,845 | -5.0% | 0.05% | -19.4% |
| Q2 2022 | $284,000 | -12.6% | 4,049 | -3.3% | 0.07% | -1.5% |
| Q1 2022 | $325,000 | -3.8% | 4,186 | +0.1% | 0.07% | 0.0% |
| Q4 2021 | $338,000 | +6.3% | 4,183 | -3.4% | 0.07% | -4.2% |
| Q3 2021 | $318,000 | -3.6% | 4,328 | -3.4% | 0.07% | -4.1% |
| Q2 2021 | $330,000 | -8.3% | 4,481 | -13.9% | 0.07% | -16.9% |
| Q1 2021 | $360,000 | -56.3% | 5,203 | -57.1% | 0.09% | -58.6% |
| Q4 2020 | $823,000 | +8.6% | 12,130 | +2.6% | 0.22% | -7.3% |
| Q3 2020 | $758,000 | – | 11,819 | – | 0.23% | – |
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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% |