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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,345,924 | -6.7% | 32,623 | -3.6% | 1.05% | -3.1% |
| Q2 2023 | $2,514,558 | +2.7% | 33,830 | +0.5% | 1.08% | -12.9% |
| Q1 2023 | $2,449,560 | -0.9% | 33,676 | -1.7% | 1.24% | -10.8% |
| Q4 2022 | $2,470,681 | -1.1% | 34,267 | -9.3% | 1.39% | -17.6% |
| Q3 2022 | $2,497,000 | -16.5% | 37,769 | -11.3% | 1.69% | -0.9% |
| Q2 2022 | $2,990,000 | -15.4% | 42,581 | -6.6% | 1.70% | 0.0% |
| Q1 2022 | $3,536,000 | -20.1% | 45,588 | -16.6% | 1.70% | -14.0% |
| Q4 2021 | $4,423,000 | -11.2% | 54,672 | -14.9% | 1.98% | -16.2% |
| Q3 2021 | $4,980,000 | -13.2% | 64,211 | -17.6% | 2.36% | -21.8% |
| Q2 2021 | $5,738,000 | -26.4% | 77,946 | -30.9% | 3.02% | -33.5% |
| Q1 2021 | $7,801,000 | -11.6% | 112,753 | -14.0% | 4.54% | -12.9% |
| Q4 2020 | $8,829,000 | -14.2% | 131,052 | -17.4% | 5.22% | -19.1% |
| Q3 2020 | $10,294,000 | +5.9% | 158,736 | +4.1% | 6.45% | -3.1% |
| Q2 2020 | $9,717,000 | +24.7% | 152,440 | +5.7% | 6.65% | -12.0% |
| Q1 2020 | $7,790,000 | -12.1% | 144,240 | +6.7% | 7.56% | -3.8% |
| Q4 2019 | $8,866,000 | – | 135,156 | – | 7.86% | – |
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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% |