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 2022 | $242,000 | -55.7% | 3,118 | -53.7% | 0.01% | -55.0% |
| Q4 2021 | $546,000 | -1.6% | 6,740 | -10.8% | 0.02% | -4.8% |
| Q3 2021 | $555,000 | +36.7% | 7,552 | +36.9% | 0.02% | +40.0% |
| Q2 2021 | $406,000 | +5.7% | 5,517 | -0.6% | 0.02% | 0.0% |
| Q1 2021 | $384,000 | -0.3% | 5,548 | -2.1% | 0.02% | -6.2% |
| Q4 2020 | $385,000 | +6.6% | 5,667 | 0.0% | 0.02% | -5.9% |
| Q3 2020 | $361,000 | -1.9% | 5,667 | -6.6% | 0.02% | -5.6% |
| Q2 2020 | $368,000 | 0.0% | 6,068 | -11.0% | 0.02% | -18.2% |
| Q1 2020 | $368,000 | -50.3% | 6,819 | -39.5% | 0.02% | -42.1% |
| Q4 2019 | $740,000 | -0.3% | 11,275 | -2.6% | 0.04% | -5.0% |
| Q3 2019 | $742,000 | +0.4% | 11,572 | -3.4% | 0.04% | 0.0% |
| Q2 2019 | $739,000 | +5.0% | 11,978 | 0.0% | 0.04% | +5.3% |
| Q1 2019 | $704,000 | +17.3% | 11,978 | +4.7% | 0.04% | +5.6% |
| Q4 2018 | $600,000 | +15.6% | 11,444 | +25.9% | 0.04% | +33.3% |
| Q3 2018 | $519,000 | +25.4% | 9,093 | +16.8% | 0.03% | +17.4% |
| Q2 2018 | $414,000 | +11.3% | 7,787 | +8.8% | 0.02% | +9.5% |
| Q1 2018 | $372,000 | +16.6% | 7,157 | +18.6% | 0.02% | +23.5% |
| Q4 2017 | $319,000 | +38.7% | 6,036 | +32.1% | 0.02% | +30.8% |
| Q3 2017 | $230,000 | – | 4,568 | – | 0.01% | – |
Download | ||||||
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% |