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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $232,332 | -31.4% | 3,194 | -32.0% | 0.08% | -39.8% |
| Q4 2022 | $338,437 | -14.5% | 4,694 | -21.6% | 0.13% | -12.9% |
| Q3 2022 | $396,000 | -5.7% | 5,985 | 0.0% | 0.15% | -0.7% |
| Q2 2022 | $420,000 | -17.2% | 5,985 | -8.4% | 0.15% | -0.7% |
| Q1 2022 | $507,000 | -47.8% | 6,536 | -45.6% | 0.15% | -47.0% |
| Q4 2021 | $972,000 | -24.0% | 12,016 | -30.8% | 0.28% | -39.7% |
| Q2 2021 | $1,279,000 | -14.6% | 17,369 | -19.7% | 0.47% | -27.4% |
| Q1 2021 | $1,497,000 | -9.9% | 21,642 | -11.6% | 0.64% | -15.3% |
| Q4 2020 | $1,662,000 | – | 24,478 | – | 0.76% | – |
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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% |