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 | $5,223,636 | -21.0% | 72,170 | -18.9% | 1.03% | -21.9% |
| Q2 2023 | $6,614,421 | -1.8% | 88,987 | -3.9% | 1.32% | -9.9% |
| Q1 2023 | $6,736,537 | -33.2% | 92,611 | -33.8% | 1.46% | -37.1% |
| Q4 2022 | $10,079,361 | +18.5% | 139,797 | +8.6% | 2.33% | +6.3% |
| Q3 2022 | $8,508,000 | +6.1% | 128,708 | +12.7% | 2.19% | +7.4% |
| Q2 2022 | $8,017,000 | +6.2% | 114,189 | +17.4% | 2.04% | +11.7% |
| Q1 2022 | $7,547,000 | +3.3% | 97,289 | +7.8% | 1.82% | +19.9% |
| Q4 2021 | $7,303,000 | +15.2% | 90,266 | +4.7% | 1.52% | +1.1% |
| Q3 2021 | $6,339,000 | +2.1% | 86,241 | +2.3% | 1.50% | -29.3% |
| Q2 2021 | $6,206,000 | +7.9% | 84,303 | +1.4% | 2.13% | +1.1% |
| Q1 2021 | $5,754,000 | +27.4% | 83,155 | +25.0% | 2.10% | +1.4% |
| Q4 2020 | $4,516,000 | – | 66,523 | – | 2.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Advisors, LLC | 959,675 | $77,638,000 | 23.66% |
| Wealth Advisors of Iowa, LLC | 476,499 | $38,549,000 | 21.08% |
| Halpern Financial, Inc. | 604,591 | $48,911,382 | 20.93% |
| Personal Wealth Partners | 560,612 | $45,354,000 | 18.72% |
| Cassia Capital Partners, LLC | 324,120 | $26,221,000 | 17.61% |
| Legacy Financial Advisors, Inc. | 903,009 | $73,053,000 | 16.76% |
| Tillar-Wenstrup Advisors, LLC | 404,653 | $32,736,000 | 15.42% |
| Syverson Strege & Co | 228,693 | $18,501,000 | 13.71% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 242,184 | $19,593,000 | 13.71% |
| AGILIS PARTNERS LLC | 320,613 | $25,938,000 | 12.98% |