ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 974 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $5,000 | -87.2% | 69 | -87.7% | 0.00% | -91.2% |
| Q1 2021 | $39,000 | -18.8% | 559 | -21.5% | 0.03% | -20.9% |
| Q4 2020 | $48,000 | +6.7% | 712 | 0.0% | 0.04% | +2.4% |
| Q3 2020 | $45,000 | -97.3% | 712 | -97.4% | 0.04% | -97.2% |
| Q2 2020 | $1,690,000 | -70.1% | 27,873 | -73.3% | 1.49% | -65.3% |
| Q1 2020 | $5,643,000 | -16.6% | 104,472 | +1.3% | 4.30% | +10.6% |
| Q4 2019 | $6,765,000 | – | 103,132 | – | 3.88% | – |
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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% |