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 | $9,734,000 | -5.5% | 132,429 | +48.0% | 0.45% | -9.3% |
| Q2 2021 | $10,299,000 | -99.8% | 89,456 | +0.5% | 0.50% | -7.1% |
| Q1 2021 | $6,160,954,000 | +59518.3% | 89,044 | -41.5% | 0.53% | -73.4% |
| Q4 2020 | $10,334,000 | +35.4% | 152,267 | +21.0% | 2.00% | -16.2% |
| Q3 2020 | $7,631,000 | 0.0% | 125,856 | 0.0% | 2.39% | +8.9% |
| Q2 2020 | $7,631,000 | +11.6% | 125,856 | -1.0% | 2.20% | +100.5% |
| Q1 2020 | $6,835,000 | +17.1% | 127,072 | +42.8% | 1.10% | -10.5% |
| Q4 2019 | $5,835,000 | +33.9% | 88,955 | +30.8% | 1.22% | +40.0% |
| Q3 2019 | $4,358,000 | +259.3% | 67,989 | +246.1% | 0.87% | +52.0% |
| Q2 2019 | $1,213,000 | -48.4% | 19,646 | -50.9% | 0.58% | +32.5% |
| Q1 2019 | $2,350,000 | -47.6% | 39,977 | -53.3% | 0.43% | -55.1% |
| Q4 2018 | $4,482,000 | – | 85,535 | – | 0.97% | – |
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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% |