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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,526,000 | +7.3% | 22,050 | +5.2% | 0.01% | 0.0% |
| Q4 2020 | $1,422,000 | +6.5% | 20,951 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $1,335,000 | +13.8% | 20,951 | +8.3% | 0.01% | 0.0% |
| Q2 2020 | $1,173,000 | +12.2% | 19,351 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $1,045,000 | -17.7% | 19,351 | -0.2% | 0.01% | 0.0% |
| Q4 2019 | $1,270,000 | +442.7% | 19,391 | +246.3% | 0.01% | +400.0% |
| Q4 2015 | $234,000 | +5.4% | 5,600 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $222,000 | -1.8% | 5,600 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $226,000 | – | 5,600 | – | 0.00% | – |
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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% |