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 | $891,641 | +26.3% | 12,319 | +29.7% | 0.14% | +27.7% |
| Q2 2023 | $705,755 | +0.8% | 9,495 | -1.4% | 0.11% | -5.9% |
| Q1 2023 | $700,117 | +4.5% | 9,625 | +3.6% | 0.12% | -1.7% |
| Q4 2022 | $669,677 | -51.2% | 9,288 | -55.2% | 0.12% | -50.0% |
| Q3 2022 | $1,371,000 | +105.2% | 20,746 | +118.0% | 0.24% | +100.0% |
| Q2 2022 | $668,000 | -43.1% | 9,518 | -40.5% | 0.12% | -45.7% |
| Q1 2022 | $1,174,000 | +119.0% | 15,986 | +141.4% | 0.22% | +84.3% |
| Q4 2021 | $536,000 | +22.7% | 6,622 | +11.5% | 0.12% | +3.4% |
| Q3 2021 | $437,000 | +0.2% | 5,941 | +0.3% | 0.12% | -14.0% |
| Q2 2021 | $436,000 | +18.8% | 5,925 | +16.0% | 0.14% | -11.1% |
| Q1 2021 | $367,000 | -6.1% | 5,106 | -11.4% | 0.15% | -14.0% |
| Q4 2020 | $391,000 | +6.0% | 5,765 | +0.1% | 0.18% | -11.9% |
| Q3 2020 | $369,000 | +21.8% | 5,761 | +15.9% | 0.20% | +6.3% |
| Q2 2020 | $303,000 | -24.1% | 4,972 | -35.3% | 0.19% | -29.4% |
| Q1 2020 | $399,000 | -20.8% | 7,686 | +0.1% | 0.27% | -8.2% |
| Q4 2019 | $504,000 | +3.3% | 7,681 | 0.0% | 0.29% | -10.4% |
| Q3 2019 | $488,000 | +41.4% | 7,681 | +37.9% | 0.33% | +38.0% |
| Q2 2019 | $345,000 | – | 5,569 | – | 0.24% | – |
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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% |