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 | $13,767,467 | -3.5% | 190,211 | -0.9% | 10.70% | -0.6% |
| Q2 2023 | $14,263,624 | -18.1% | 191,896 | -19.8% | 10.77% | -22.3% |
| Q1 2023 | $17,410,532 | +0.2% | 239,353 | -0.7% | 13.87% | -3.5% |
| Q4 2022 | $17,370,831 | +209.5% | 240,927 | +183.8% | 14.38% | +164.5% |
| Q3 2022 | $5,612,000 | -15.4% | 84,901 | -10.1% | 5.44% | -9.2% |
| Q2 2022 | $6,632,000 | -4.3% | 94,460 | +5.7% | 5.99% | +3.5% |
| Q1 2022 | $6,930,000 | -5.6% | 89,342 | -1.5% | 5.79% | -1.2% |
| Q4 2021 | $7,340,000 | -33.2% | 90,729 | -39.3% | 5.86% | -36.9% |
| Q3 2021 | $10,992,000 | +0.2% | 149,547 | +0.3% | 9.28% | +0.3% |
| Q2 2021 | $10,975,000 | +6.3% | 149,100 | -0.1% | 9.26% | -0.1% |
| Q1 2021 | $10,326,000 | -62.8% | 149,240 | -63.5% | 9.26% | -61.0% |
| Q4 2020 | $27,762,000 | – | 408,991 | – | 23.73% | – |
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% |