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 | $4,292,264 | -60.6% | 59,302 | -59.6% | 2.85% | -59.1% |
| Q2 2023 | $10,898,785 | -26.1% | 146,627 | -27.7% | 6.98% | -28.7% |
| Q1 2023 | $14,746,435 | +2.1% | 202,728 | +1.2% | 9.78% | -0.9% |
| Q4 2022 | $14,438,313 | +9.2% | 200,254 | +0.2% | 9.87% | +1.7% |
| Q3 2022 | $13,217,000 | -4.7% | 199,951 | +1.2% | 9.70% | -1.1% |
| Q2 2022 | $13,873,000 | -7.2% | 197,586 | +2.5% | 9.81% | +0.9% |
| Q1 2022 | $14,946,000 | +1.1% | 192,680 | +2.4% | 9.72% | +1.6% |
| Q4 2021 | $14,778,000 | +9.5% | 188,133 | +2.5% | 9.57% | +0.3% |
| Q3 2021 | $13,494,000 | -2.2% | 183,597 | -2.1% | 9.54% | -1.4% |
| Q2 2021 | $13,800,000 | +9.0% | 187,480 | +2.4% | 9.68% | -0.2% |
| Q1 2021 | $12,663,000 | +14.2% | 183,018 | +12.1% | 9.70% | +9.3% |
| Q4 2020 | $11,086,000 | +2.8% | 163,321 | -3.5% | 8.87% | -6.0% |
| Q3 2020 | $10,787,000 | +8.5% | 169,266 | +3.2% | 9.44% | +2.5% |
| Q2 2020 | $9,943,000 | +21.5% | 163,997 | +8.2% | 9.21% | +5.4% |
| Q1 2020 | $8,183,000 | -16.3% | 151,515 | +1.7% | 8.74% | -3.9% |
| Q4 2019 | $9,771,000 | – | 148,987 | – | 9.10% | – |
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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% |