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 | $3,618,170 | -3.6% | 49,989 | -1.0% | 0.94% | -1.8% |
| Q2 2023 | $3,753,859 | +5.5% | 50,503 | +3.2% | 0.96% | -25.0% |
| Q1 2023 | $3,559,308 | +7.9% | 48,932 | +6.9% | 1.27% | -1.7% |
| Q4 2022 | $3,299,015 | +58.3% | 45,756 | +45.1% | 1.30% | +23.4% |
| Q3 2022 | $2,084,000 | +22.6% | 31,535 | +30.2% | 1.05% | +48.9% |
| Q2 2022 | $1,700,000 | -19.3% | 24,217 | -10.8% | 0.70% | -17.8% |
| Q1 2022 | $2,107,000 | -5.9% | 27,162 | -1.8% | 0.86% | -9.3% |
| Q4 2021 | $2,239,000 | +23.0% | 27,671 | +11.7% | 0.95% | -2.3% |
| Q3 2021 | $1,821,000 | -8.7% | 24,781 | -8.6% | 0.97% | -12.9% |
| Q2 2021 | $1,994,000 | +12.8% | 27,100 | +6.0% | 1.11% | -18.4% |
| Q1 2021 | $1,768,000 | +5.0% | 25,557 | -3.3% | 1.36% | -5.2% |
| Q4 2020 | $1,684,000 | – | 26,416 | – | 1.44% | – |
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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% |