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 2022 | $2,877,000 | -10.4% | 40,983 | -1.0% | 0.74% | +7.1% |
| Q1 2022 | $3,210,000 | -9.9% | 41,384 | -6.0% | 0.69% | +0.7% |
| Q4 2021 | $3,562,000 | +15.5% | 44,034 | +4.9% | 0.69% | +2.8% |
| Q3 2021 | $3,085,000 | +3.7% | 41,972 | +5.6% | 0.67% | +2.6% |
| Q2 2021 | $2,976,000 | -8.0% | 39,765 | -14.9% | 0.65% | -21.3% |
| Q1 2021 | $3,234,000 | -9.6% | 46,745 | -11.3% | 0.83% | -22.6% |
| Q4 2020 | $3,577,000 | +5.1% | 52,690 | -1.3% | 1.07% | -16.8% |
| Q3 2020 | $3,404,000 | +7.2% | 53,405 | +2.0% | 1.28% | -19.1% |
| Q2 2020 | $3,175,000 | +21.1% | 52,367 | +7.9% | 1.58% | -15.6% |
| Q1 2020 | $2,621,000 | +21.7% | 48,520 | +52.9% | 1.88% | +91.1% |
| Q4 2019 | $2,154,000 | – | 31,725 | – | 0.98% | – |
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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% |