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 | $328,398 | -26.1% | 4,537 | -24.2% | 0.04% | -25.9% |
| Q2 2023 | $444,652 | +6.3% | 5,982 | +4.0% | 0.06% | 0.0% |
| Q1 2023 | $418,288 | +0.5% | 5,750 | -0.4% | 0.06% | -6.5% |
| Q4 2022 | $416,306 | -0.6% | 5,774 | -8.9% | 0.06% | -7.5% |
| Q3 2022 | $419,000 | -14.1% | 6,341 | -8.9% | 0.07% | 0.0% |
| Q2 2022 | $488,000 | -27.5% | 6,957 | -19.8% | 0.07% | -18.3% |
| Q1 2022 | $673,000 | -10.1% | 8,674 | -6.3% | 0.08% | -5.7% |
| Q4 2021 | $749,000 | +2.0% | 9,258 | -7.2% | 0.09% | -5.4% |
| Q3 2021 | $734,000 | +5.9% | 9,981 | +6.0% | 0.09% | +3.4% |
| Q2 2021 | $693,000 | -13.0% | 9,417 | -18.3% | 0.09% | -20.5% |
| Q1 2021 | $797,000 | -11.3% | 11,523 | -13.0% | 0.11% | -17.6% |
| Q4 2020 | $899,000 | – | 13,247 | – | 0.14% | – |
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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% |