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 | $17,170,810 | -4.8% | 237,231 | -2.2% | 3.89% | -1.8% |
| Q2 2023 | $18,034,929 | +4.7% | 242,633 | +2.5% | 3.96% | -11.8% |
| Q1 2023 | $17,222,236 | -13.2% | 236,764 | -14.0% | 4.48% | -8.2% |
| Q4 2022 | $19,841,557 | +9439.2% | 275,195 | -1.1% | 4.88% | +8463.2% |
| Q3 2022 | $208,000 | -99.0% | 278,340 | -1.6% | 0.06% | -98.9% |
| Q2 2022 | $19,858,000 | -10.1% | 282,844 | -0.6% | 5.14% | -0.8% |
| Q1 2022 | $22,080,000 | -13.5% | 284,649 | -9.8% | 5.18% | -14.3% |
| Q4 2021 | $25,526,000 | -13.4% | 315,529 | -21.3% | 6.04% | -23.2% |
| Q3 2021 | $29,478,000 | -27.3% | 401,065 | -27.2% | 7.86% | -28.6% |
| Q2 2021 | $40,567,000 | -7.8% | 551,117 | -13.4% | 11.00% | -54.0% |
| Q1 2021 | $44,010,000 | +0.1% | 636,081 | -1.8% | 23.94% | +59.0% |
| Q4 2020 | $43,983,000 | – | 647,966 | – | 15.06% | – |
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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% |