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 | $95,900 | -2.6% | 1,325 | 0.0% | 0.01% | -7.1% |
| Q2 2023 | $98,484 | +0.9% | 1,325 | -1.3% | 0.01% | -6.7% |
| Q1 2023 | $97,614 | +0.9% | 1,342 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $96,755 | +8.7% | 1,342 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $89,000 | -5.3% | 1,342 | +0.5% | 0.02% | 0.0% |
| Q2 2022 | $94,000 | -18.3% | 1,335 | -9.9% | 0.02% | 0.0% |
| Q1 2022 | $115,000 | +8.5% | 1,481 | +12.5% | 0.02% | +15.4% |
| Q4 2021 | $106,000 | +12.8% | 1,316 | +3.4% | 0.01% | 0.0% |
| Q3 2021 | $94,000 | -3.1% | 1,273 | -3.8% | 0.01% | 0.0% |
| Q2 2021 | $97,000 | +19.8% | 1,323 | +13.0% | 0.01% | +8.3% |
| Q1 2021 | $81,000 | +9.5% | 1,171 | +6.7% | 0.01% | 0.0% |
| Q4 2020 | $74,000 | +42.3% | 1,097 | +34.3% | 0.01% | +20.0% |
| Q3 2020 | $52,000 | +10.6% | 817 | +6.5% | 0.01% | 0.0% |
| Q2 2020 | $47,000 | +20.5% | 767 | +6.2% | 0.01% | 0.0% |
| Q1 2020 | $39,000 | +56.0% | 722 | +88.0% | 0.01% | +66.7% |
| Q4 2019 | $25,000 | – | 384 | – | 0.01% | – |
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% |