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 | $27,824,110 | -2.6% | 384,417 | -0.0% | 10.91% | +1.0% |
| Q2 2023 | $28,576,697 | +2.5% | 384,457 | +0.3% | 10.80% | -2.4% |
| Q1 2023 | $27,872,727 | +1.3% | 383,183 | +0.4% | 11.06% | -4.3% |
| Q4 2022 | $27,521,189 | +10.0% | 381,709 | +0.8% | 11.55% | +3.1% |
| Q3 2022 | $25,022,000 | -5.9% | 378,540 | 0.0% | 11.20% | -2.7% |
| Q2 2022 | $26,577,000 | -9.2% | 378,540 | +0.3% | 11.51% | -0.1% |
| Q1 2022 | $29,279,000 | -3.8% | 377,458 | +0.3% | 11.53% | -2.8% |
| Q4 2021 | $30,446,000 | +7.5% | 376,343 | -2.4% | 11.86% | +5.0% |
| Q3 2021 | $28,335,000 | -0.2% | 385,508 | -0.1% | 11.30% | +5.3% |
| Q2 2021 | $28,404,000 | +7.0% | 385,867 | +0.6% | 10.73% | +1.8% |
| Q1 2021 | $26,545,000 | -0.7% | 383,657 | -2.6% | 10.54% | -2.8% |
| Q4 2020 | $26,736,000 | -23.0% | 393,877 | -27.7% | 10.84% | -20.3% |
| Q3 2020 | $34,738,000 | -0.4% | 545,081 | -5.2% | 13.60% | -14.1% |
| Q2 2020 | $34,878,000 | +13.4% | 575,254 | +1.0% | 15.84% | -0.4% |
| Q1 2020 | $30,755,000 | -17.5% | 569,437 | +0.2% | 15.91% | -6.0% |
| Q4 2019 | $37,279,000 | – | 568,275 | – | 16.92% | – |
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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% |