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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $5,502,000 | -27.7% | 70,928 | -24.6% | 1.08% | -17.6% |
| Q4 2021 | $7,608,000 | +10.1% | 94,036 | +0.1% | 1.31% | -12.8% |
| Q3 2021 | $6,908,000 | +3.3% | 93,987 | +3.4% | 1.50% | +1.8% |
| Q2 2021 | $6,688,000 | +893.8% | 90,853 | +833.9% | 1.48% | +564.4% |
| Q1 2021 | $673,000 | -30.8% | 9,728 | -32.1% | 0.22% | -21.3% |
| Q4 2020 | $973,000 | +17.7% | 14,333 | +10.4% | 0.28% | +2.2% |
| Q3 2020 | $827,000 | -76.4% | 12,977 | -76.4% | 0.28% | -69.3% |
| Q2 2020 | $3,508,000 | +309.8% | 55,099 | +247.5% | 0.90% | +138.7% |
| Q1 2020 | $856,000 | -46.4% | 15,857 | -36.3% | 0.38% | -28.5% |
| Q3 2019 | $1,596,000 | +0.4% | 24,895 | -3.4% | 0.53% | +4.6% |
| Q2 2019 | $1,590,000 | -26.0% | 25,762 | -29.5% | 0.50% | -29.8% |
| Q1 2019 | $2,148,000 | – | 36,532 | – | 0.72% | – |
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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% |