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 | $45,022,459 | -51.8% | 622,029 | -50.5% | 0.20% | -56.0% |
| Q2 2023 | $93,358,480 | +2551.8% | 1,256,000 | +2495.0% | 0.46% | +2461.1% |
| Q1 2023 | $3,520,616 | -92.4% | 48,400 | -92.5% | 0.02% | -94.7% |
| Q4 2022 | $46,387,698 | -51.0% | 643,380 | -52.2% | 0.34% | -26.7% |
| Q2 2022 | $94,587,000 | +18556.2% | 1,347,200 | +19424.6% | 0.46% | +46000.0% |
| Q3 2021 | $507,000 | -95.9% | 6,900 | -95.9% | 0.00% | -96.4% |
| Q2 2021 | $12,425,000 | -81.6% | 168,800 | -82.7% | 0.03% | -85.9% |
| Q1 2021 | $67,557,000 | +101.9% | 976,400 | +98.1% | 0.20% | +77.7% |
| Q4 2020 | $33,464,000 | – | 492,989 | – | 0.11% | – |
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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% |