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 | $40,316 | -96.0% | 557 | -95.9% | 0.01% | -95.9% |
| Q2 2023 | $1,010,070 | +4.3% | 13,589 | +2.0% | 0.15% | 0.0% |
| Q1 2023 | $968,679 | -6.0% | 13,317 | -6.8% | 0.15% | -8.1% |
| Q4 2022 | $1,030,597 | +8.9% | 14,294 | -0.1% | 0.16% | +1.9% |
| Q3 2022 | $946,000 | -3.6% | 14,308 | +2.4% | 0.16% | -1.9% |
| Q2 2022 | $981,000 | -9.5% | 13,975 | 0.0% | 0.16% | +8.1% |
| Q1 2022 | $1,084,000 | +401.9% | 13,975 | +423.0% | 0.15% | +451.9% |
| Q4 2021 | $216,000 | -10.4% | 2,672 | -18.5% | 0.03% | -15.6% |
| Q2 2021 | $241,000 | -23.0% | 3,277 | -27.6% | 0.03% | -30.4% |
| Q1 2021 | $313,000 | -10.8% | 4,526 | -12.5% | 0.05% | -13.2% |
| Q4 2020 | $351,000 | -64.0% | 5,171 | -66.2% | 0.05% | -68.8% |
| Q3 2020 | $976,000 | -36.0% | 15,308 | -39.1% | 0.17% | -44.3% |
| Q2 2020 | $1,524,000 | +12.2% | 25,136 | 0.0% | 0.30% | +7.4% |
| Q1 2020 | $1,358,000 | – | 25,136 | – | 0.28% | – |
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% |