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 | $4,064,034 | -4.3% | 56,149 | -1.8% | 0.53% | -0.4% |
Q2 2023 | $4,248,299 | -6.0% | 57,155 | -8.0% | 0.53% | -11.4% |
Q1 2023 | $4,517,822 | +2.9% | 62,109 | +2.0% | 0.60% | -3.1% |
Q4 2022 | $4,389,633 | +24.9% | 60,883 | +14.5% | 0.62% | +8.2% |
Q3 2022 | $3,514,000 | -5.1% | 53,159 | +0.8% | 0.57% | -1.2% |
Q2 2022 | $3,702,000 | -7.7% | 52,722 | +1.9% | 0.58% | +2.7% |
Q1 2022 | $4,012,000 | -7.5% | 51,725 | -3.5% | 0.56% | -8.5% |
Q4 2021 | $4,335,000 | +2.4% | 53,584 | -7.0% | 0.61% | -7.0% |
Q3 2021 | $4,234,000 | -21.2% | 57,606 | -21.1% | 0.66% | -21.8% |
Q2 2021 | $5,375,000 | -10.6% | 73,014 | -16.0% | 0.84% | -13.8% |
Q1 2021 | $6,015,000 | -7.9% | 86,928 | -9.6% | 0.98% | -16.1% |
Q4 2020 | $6,528,000 | -18.2% | 96,172 | -23.2% | 1.17% | -22.5% |
Q3 2020 | $7,976,000 | +9.0% | 125,150 | +3.7% | 1.50% | +1.1% |
Q2 2020 | $7,318,000 | – | 120,704 | – | 1.49% | – |
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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% |