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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $211,528 | -9.3% | 2,908 | -10.1% | 0.20% | -14.8% |
Q4 2022 | $233,099 | +3.6% | 3,233 | -5.1% | 0.23% | -7.3% |
Q3 2022 | $225,000 | -13.1% | 3,405 | -7.7% | 0.25% | -6.4% |
Q2 2022 | $259,000 | -9.4% | 3,690 | 0.0% | 0.26% | +8.6% |
Q1 2022 | $286,000 | -12.5% | 3,690 | -8.6% | 0.24% | -11.9% |
Q4 2021 | $327,000 | +4.8% | 4,039 | -4.7% | 0.28% | -2.1% |
Q3 2021 | $312,000 | +0.3% | 4,239 | +0.3% | 0.28% | +0.4% |
Q2 2021 | $311,000 | -11.1% | 4,226 | -16.4% | 0.28% | -16.1% |
Q1 2021 | $350,000 | -26.5% | 5,058 | -27.8% | 0.34% | -29.4% |
Q4 2020 | $476,000 | – | 7,009 | – | 0.48% | – |
Download |
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% |