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 | $6,101 | +6.1% | 84,295 | +9.0% | 0.73% | +8.2% |
| Q2 2023 | $5,751 | +117.4% | 77,369 | +112.7% | 0.67% | +104.0% |
| Q1 2023 | $2,645 | +20.3% | 36,368 | +19.3% | 0.33% | +6.1% |
| Q4 2022 | $2,198 | -99.9% | 30,480 | -4.0% | 0.31% | -1.6% |
| Q3 2022 | $2,098,000 | +33.7% | 31,745 | +42.0% | 0.32% | +38.2% |
| Q2 2022 | $1,569,000 | -25.4% | 22,348 | -17.6% | 0.23% | -14.9% |
| Q1 2022 | $2,104,000 | -22.0% | 27,121 | -18.7% | 0.27% | -20.9% |
| Q4 2021 | $2,698,000 | +74.9% | 33,354 | +58.8% | 0.34% | +54.1% |
| Q3 2021 | $1,543,000 | +5.6% | 20,998 | +5.8% | 0.22% | +0.5% |
| Q2 2021 | $1,461,000 | -70.7% | 19,844 | -72.5% | 0.22% | -74.6% |
| Q1 2021 | $4,989,000 | +3.9% | 72,103 | +1.9% | 0.86% | -7.3% |
| Q4 2020 | $4,804,000 | – | 70,768 | – | 0.93% | – |
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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% |