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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $228,000 | +10.1% | 3,360 | +3.4% | 0.01% | 0.0% |
| Q3 2020 | $207,000 | -83.9% | 3,249 | -84.7% | 0.01% | -84.8% |
| Q2 2020 | $1,285,000 | -3.6% | 21,199 | -14.1% | 0.07% | -19.5% |
| Q1 2020 | $1,333,000 | -36.5% | 24,682 | -22.8% | 0.08% | -20.4% |
| Q4 2019 | $2,098,000 | +2.9% | 31,982 | +0.6% | 0.10% | 0.0% |
| Q3 2019 | $2,039,000 | +197.2% | 31,804 | +186.4% | 0.10% | +194.3% |
| Q2 2019 | $686,000 | -21.9% | 11,105 | -25.6% | 0.04% | -23.9% |
| Q1 2019 | $878,000 | +12.3% | 14,929 | 0.0% | 0.05% | +7.0% |
| Q4 2018 | $782,000 | +7.4% | 14,929 | +17.0% | 0.04% | +19.4% |
| Q3 2018 | $728,000 | +7.4% | 12,759 | 0.0% | 0.04% | +2.9% |
| Q2 2018 | $678,000 | +17.5% | 12,759 | +14.9% | 0.04% | +16.7% |
| Q1 2018 | $577,000 | -6.9% | 11,105 | -5.4% | 0.03% | -6.2% |
| Q4 2017 | $620,000 | – | 11,744 | – | 0.03% | – |
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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% |