ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,111 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $16,124,551 | -2.1% | 222,776 | +0.5% | 0.34% | 0.0% |
Q2 2023 | $16,475,446 | +7.8% | 221,653 | +5.5% | 0.34% | +1.8% |
Q1 2023 | $15,278,562 | -1.6% | 210,043 | -2.5% | 0.33% | -8.1% |
Q4 2022 | $15,525,757 | +3.2% | 215,336 | -5.4% | 0.36% | +18.2% |
Q3 2022 | $15,046,000 | -2.7% | 227,626 | +3.4% | 0.30% | +1.0% |
Q2 2022 | $15,459,000 | -6.0% | 220,176 | +3.9% | 0.30% | +3.4% |
Q1 2022 | $16,441,000 | -4.3% | 211,947 | -0.2% | 0.29% | -2.0% |
Q4 2021 | $17,188,000 | +327.6% | 212,455 | +288.4% | 0.30% | +300.0% |
Q3 2021 | $4,020,000 | – | 54,698 | – | 0.07% | – |
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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% |