ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 960 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $10,055,000 | -0.1% | 136,799 | 0.0% | 0.15% | -28.6% |
| Q2 2021 | $10,070,000 | +6.4% | 136,799 | 0.0% | 0.21% | -8.4% |
| Q1 2021 | $9,465,000 | +1.9% | 136,799 | 0.0% | 0.22% | -5.5% |
| Q4 2020 | $9,286,000 | +6.5% | 136,799 | 0.0% | 0.24% | -11.2% |
| Q3 2020 | $8,718,000 | +5.1% | 136,799 | 0.0% | 0.27% | +3.5% |
| Q2 2020 | $8,294,000 | -43.9% | 136,799 | -50.0% | 0.26% | -0.8% |
| Q1 2020 | $14,778,000 | +64.7% | 273,598 | +100.0% | 0.26% | +9.7% |
| Q4 2019 | $8,974,000 | +2.3% | 136,799 | 0.0% | 0.24% | -3.3% |
| Q3 2019 | $8,769,000 | +3.8% | 136,799 | 0.0% | 0.25% | +2.5% |
| Q2 2019 | $8,445,000 | +5.0% | 136,799 | 0.0% | 0.24% | +8.6% |
| Q1 2019 | $8,044,000 | +12.2% | 136,799 | 0.0% | 0.22% | +8.3% |
| Q4 2018 | $7,168,000 | -8.1% | 136,799 | 0.0% | 0.20% | +3.0% |
| Q3 2018 | $7,803,000 | – | 136,799 | – | 0.20% | – |
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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% |