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 2023 | $540,244 | -2.6% | 7,464 | 0.0% | 0.07% | 0.0% |
Q2 2023 | $554,799 | -0.8% | 7,464 | -2.9% | 0.07% | -8.6% |
Q1 2023 | $559,298 | -27.4% | 7,689 | -28.0% | 0.08% | -33.1% |
Q4 2022 | $770,100 | +9.1% | 10,681 | 0.0% | 0.12% | 0.0% |
Q3 2022 | $706,000 | -11.9% | 10,681 | 0.0% | 0.12% | -3.2% |
Q2 2022 | $801,000 | -3.4% | 10,681 | 0.0% | 0.12% | +0.8% |
Q1 2022 | $829,000 | -47.6% | 10,681 | -45.4% | 0.12% | -30.3% |
Q4 2021 | $1,583,000 | +8.9% | 19,572 | -1.0% | 0.18% | -5.3% |
Q3 2021 | $1,453,000 | – | 19,769 | – | 0.19% | – |
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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% |