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 2021 | $2,618,000 | -8.9% | 35,623 | -8.8% | 1.30% | +17.9% |
| Q2 2021 | $2,874,000 | -16.1% | 39,039 | -21.2% | 1.11% | -14.1% |
| Q1 2021 | $3,427,000 | +7.6% | 49,537 | +5.6% | 1.29% | +8.8% |
| Q4 2020 | $3,185,000 | +0.2% | 46,918 | -5.9% | 1.18% | -5.1% |
| Q3 2020 | $3,178,000 | +20.4% | 49,859 | +14.6% | 1.25% | +12.9% |
| Q2 2020 | $2,639,000 | +15.2% | 43,524 | +2.7% | 1.11% | -9.2% |
| Q1 2020 | $2,290,000 | -7.7% | 42,399 | +1.1% | 1.22% | +2.9% |
| Q4 2019 | $2,481,000 | – | 41,936 | – | 1.18% | – |
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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% |