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 | $229,083 | -2.6% | 3,165 | 0.0% | 0.16% | +0.6% |
| Q2 2023 | $235,254 | +2.2% | 3,165 | 0.0% | 0.15% | -6.7% |
| Q1 2023 | $230,222 | +0.9% | 3,165 | 0.0% | 0.16% | -4.6% |
| Q4 2022 | $228,197 | +9.2% | 3,165 | 0.0% | 0.17% | +3.6% |
| Q3 2022 | $209,000 | -28.4% | 3,165 | -24.0% | 0.17% | -23.7% |
| Q2 2022 | $292,000 | -9.6% | 4,165 | 0.0% | 0.22% | +0.5% |
| Q1 2022 | $323,000 | -4.2% | 4,165 | 0.0% | 0.22% | +6.9% |
| Q4 2021 | $337,000 | +10.1% | 4,165 | 0.0% | 0.20% | -16.4% |
| Q3 2021 | $306,000 | -0.3% | 4,165 | 0.0% | 0.24% | +15.6% |
| Q2 2021 | $307,000 | -0.6% | 4,165 | -6.7% | 0.21% | -9.4% |
| Q1 2021 | $309,000 | -59.1% | 4,465 | -59.8% | 0.23% | -61.3% |
| Q4 2020 | $755,000 | -14.3% | 11,117 | -19.6% | 0.60% | -24.6% |
| Q3 2020 | $881,000 | +1.5% | 13,821 | -3.5% | 0.80% | -7.3% |
| Q2 2020 | $868,000 | -11.2% | 14,322 | -20.8% | 0.86% | -25.6% |
| Q1 2020 | $977,000 | -29.2% | 18,089 | -14.0% | 1.16% | -14.2% |
| Q4 2019 | $1,380,000 | – | 21,034 | – | 1.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Advisors, LLC | 959,675 | $77,638,000 | 23.66% |
| Wealth Advisors of Iowa, LLC | 476,499 | $38,549,000 | 21.08% |
| Halpern Financial, Inc. | 604,591 | $48,911,382 | 20.93% |
| Personal Wealth Partners | 560,612 | $45,354,000 | 18.72% |
| Cassia Capital Partners, LLC | 324,120 | $26,221,000 | 17.61% |
| Legacy Financial Advisors, Inc. | 903,009 | $73,053,000 | 16.76% |
| Tillar-Wenstrup Advisors, LLC | 404,653 | $32,736,000 | 15.42% |
| Syverson Strege & Co | 228,693 | $18,501,000 | 13.71% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 242,184 | $19,593,000 | 13.71% |
| AGILIS PARTNERS LLC | 320,613 | $25,938,000 | 12.98% |