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 | $582,955 | -28.3% | 8,054 | -26.4% | 0.72% | -12.6% |
| Q2 2023 | $813,122 | -7.6% | 10,939 | -9.6% | 0.83% | -7.4% |
| Q1 2023 | $880,450 | -37.2% | 12,104 | -37.7% | 0.89% | -17.6% |
| Q4 2022 | $1,401,829 | -8.8% | 19,442 | -16.4% | 1.08% | -11.1% |
| Q3 2022 | $1,537,000 | +20.8% | 23,252 | +28.3% | 1.22% | +27.8% |
| Q2 2022 | $1,272,000 | -26.2% | 18,119 | -18.5% | 0.95% | -15.8% |
| Q1 2022 | $1,724,000 | -49.5% | 22,226 | -47.3% | 1.13% | -45.6% |
| Q4 2021 | $3,415,000 | +95.1% | 42,211 | +77.3% | 2.08% | +87.7% |
| Q3 2021 | $1,750,000 | +29.8% | 23,808 | +30.0% | 1.11% | +33.3% |
| Q2 2021 | $1,348,000 | -1.5% | 18,317 | -7.4% | 0.83% | -6.3% |
| Q1 2021 | $1,369,000 | -39.9% | 19,781 | -41.1% | 0.89% | -42.0% |
| Q4 2020 | $2,279,000 | – | 33,570 | – | 1.53% | – |
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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% |