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 2023 | $1,728,375 | -1.9% | 23,761 | -2.7% | 1.60% | -7.0% |
| Q4 2022 | $1,761,331 | -40.0% | 24,429 | -45.0% | 1.72% | -59.2% |
| Q3 2022 | $2,937,000 | -5.3% | 44,445 | +0.6% | 4.20% | +17.2% |
| Q2 2022 | $3,103,000 | -17.8% | 44,198 | -9.2% | 3.59% | -18.0% |
| Q1 2022 | $3,776,000 | -7.9% | 48,682 | -4.0% | 4.37% | -0.8% |
| Q4 2021 | $4,102,000 | +11.9% | 50,712 | +1.7% | 4.41% | +11.4% |
| Q3 2021 | $3,665,000 | -2.2% | 49,875 | -2.0% | 3.96% | -1.1% |
| Q2 2021 | $3,746,000 | +19.0% | 50,891 | +11.8% | 4.00% | +30.3% |
| Q1 2021 | $3,149,000 | +6.7% | 45,523 | +4.7% | 3.07% | -3.7% |
| Q4 2020 | $2,951,000 | +9.4% | 43,481 | +2.7% | 3.19% | -1.8% |
| Q3 2020 | $2,698,000 | +4.3% | 42,344 | -0.7% | 3.24% | +11.4% |
| Q2 2020 | $2,586,000 | +13.0% | 42,660 | +0.7% | 2.91% | +6.4% |
| Q1 2020 | $2,288,000 | -56.7% | 42,362 | -47.3% | 2.74% | -44.5% |
| Q4 2019 | $5,281,000 | – | 80,431 | – | 4.93% | – |
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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% |