ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 959 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $311,958 | -32.1% | 4,310 | -30.3% | 0.01% | -27.8% |
| Q2 2023 | $459,582 | +2.2% | 6,183 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $449,751 | +100741.0% | 6,183 | 0.0% | 0.02% | -5.3% |
| Q4 2022 | $446 | -99.9% | 6,183 | -27.8% | 0.02% | -26.9% |
| Q3 2022 | $566,000 | -6.4% | 8,560 | -0.6% | 0.03% | 0.0% |
| Q2 2022 | $605,000 | -9.4% | 8,610 | 0.0% | 0.03% | +8.3% |
| Q1 2022 | $668,000 | -4.2% | 8,610 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $697,000 | +111.9% | 8,610 | +92.4% | 0.02% | +84.6% |
| Q3 2021 | $329,000 | 0.0% | 4,474 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $329,000 | +6.8% | 4,474 | +0.5% | 0.01% | -7.1% |
| Q1 2021 | $308,000 | -6.4% | 4,450 | -8.2% | 0.01% | -12.5% |
| Q4 2020 | $329,000 | +6.5% | 4,850 | 0.0% | 0.02% | -5.9% |
| Q3 2020 | $309,000 | -19.7% | 4,850 | -23.6% | 0.02% | -22.7% |
| Q2 2020 | $385,000 | -0.3% | 6,350 | -11.2% | 0.02% | -15.4% |
| Q1 2020 | $386,000 | -17.7% | 7,153 | 0.0% | 0.03% | +4.0% |
| Q4 2019 | $469,000 | +50.3% | 7,153 | +46.8% | 0.02% | +38.9% |
| Q3 2019 | $312,000 | – | 4,873 | – | 0.02% | – |
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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% |