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 2021 | $2,777,000 | -0.8% | 37,778 | -0.6% | 0.19% | -1.1% |
| Q2 2021 | $2,798,000 | -23.3% | 38,016 | -27.9% | 0.19% | -29.6% |
| Q1 2021 | $3,650,000 | -9.0% | 52,750 | -10.7% | 0.27% | -13.3% |
| Q4 2020 | $4,012,000 | -5.6% | 59,102 | -8.0% | 0.31% | -17.0% |
| Q3 2020 | $4,248,000 | -8.4% | 64,235 | -16.1% | 0.37% | -17.0% |
| Q2 2020 | $4,640,000 | -11.4% | 76,522 | -21.1% | 0.45% | -25.7% |
| Q1 2020 | $5,239,000 | +11.6% | 97,001 | +35.6% | 0.60% | +37.1% |
| Q4 2019 | $4,693,000 | +121.5% | 71,536 | +116.4% | 0.44% | +94.2% |
| Q3 2019 | $2,119,000 | +26.5% | 33,057 | +21.8% | 0.23% | +29.9% |
| Q2 2019 | $1,675,000 | -21.4% | 27,133 | -25.1% | 0.17% | -25.0% |
| Q1 2019 | $2,131,000 | +11.3% | 36,249 | -0.8% | 0.23% | -2.5% |
| Q4 2018 | $1,915,000 | – | 36,550 | – | 0.24% | – |
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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% |