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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Advisors, LLC | 959,675 | $77,638,000 | 23.66% |
| Wealth Advisors of Iowa, LLC | 476,499 | $38,549,000 | 21.08% |
| Halpern Financial, Inc. | 604,591 | $48,911,382 | 20.93% |
| Personal Wealth Partners | 560,612 | $45,354,000 | 18.72% |
| Cassia Capital Partners, LLC | 324,120 | $26,221,000 | 17.61% |
| Legacy Financial Advisors, Inc. | 903,009 | $73,053,000 | 16.76% |
| Tillar-Wenstrup Advisors, LLC | 404,653 | $32,736,000 | 15.42% |
| Syverson Strege & Co | 228,693 | $18,501,000 | 13.71% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 242,184 | $19,593,000 | 13.71% |
| AGILIS PARTNERS LLC | 320,613 | $25,938,000 | 12.98% |