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 | $201,490 | -0.2% | 2,770 | -1.1% | 0.15% | -1.3% |
| Q4 2022 | $201,880 | -10.3% | 2,800 | -12.5% | 0.15% | -15.6% |
| Q2 2022 | $225,000 | -8.2% | 3,200 | +1.3% | 0.18% | +7.2% |
| Q1 2022 | $245,000 | -4.3% | 3,160 | 0.0% | 0.17% | -0.6% |
| Q4 2021 | $256,000 | +9.4% | 3,160 | -0.9% | 0.17% | -2.3% |
| Q3 2021 | $234,000 | +2.6% | 3,190 | +2.9% | 0.17% | 0.0% |
| Q2 2021 | $228,000 | -24.0% | 3,100 | -28.7% | 0.17% | -32.3% |
| Q1 2021 | $300,000 | -2.3% | 4,345 | -3.9% | 0.25% | -14.5% |
| Q4 2020 | $307,000 | – | 4,520 | – | 0.30% | – |
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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% |