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 | $4,757,000 | -15.3% | 67,754 | -6.5% | 1.86% | -4.2% |
| Q1 2022 | $5,619,000 | -8.6% | 72,434 | -4.7% | 1.94% | -11.8% |
| Q4 2021 | $6,151,000 | +49.6% | 76,032 | +36.8% | 2.20% | +32.7% |
| Q3 2021 | $4,113,000 | -19.8% | 55,561 | -20.3% | 1.66% | -22.7% |
| Q2 2021 | $5,129,000 | +1.9% | 69,677 | -4.2% | 2.15% | -9.6% |
| Q1 2021 | $5,031,000 | +3.8% | 72,712 | +1.8% | 2.38% | -7.7% |
| Q4 2020 | $4,849,000 | +6.0% | 71,441 | -0.5% | 2.57% | -6.8% |
| Q3 2020 | $4,574,000 | +9.2% | 71,773 | +3.9% | 2.76% | +0.2% |
| Q2 2020 | $4,188,000 | +16.2% | 69,067 | +3.5% | 2.76% | -7.3% |
| Q1 2020 | $3,605,000 | -16.9% | 66,753 | +0.9% | 2.97% | +6.8% |
| Q4 2019 | $4,338,000 | – | 66,129 | – | 2.78% | – |
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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% |