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 | $1,925,163 | -20.7% | 26,598 | -18.6% | 0.20% | -15.7% |
| Q2 2023 | $2,427,401 | -5.1% | 32,657 | -7.1% | 0.24% | -11.0% |
| Q1 2023 | $2,557,325 | -5.7% | 35,157 | -6.5% | 0.27% | -12.3% |
| Q4 2022 | $2,711,919 | -15.9% | 37,613 | -22.9% | 0.31% | -23.5% |
| Q3 2022 | $3,224,000 | -17.6% | 48,767 | -12.5% | 0.40% | -16.1% |
| Q2 2022 | $3,913,000 | -57.7% | 55,729 | -53.3% | 0.48% | -52.3% |
| Q1 2022 | $9,261,000 | -81.2% | 119,395 | -80.4% | 1.01% | -78.7% |
| Q4 2021 | $49,240,000 | +13.6% | 608,652 | +3.2% | 4.76% | -3.4% |
| Q3 2021 | $43,346,000 | +5.6% | 589,740 | +5.8% | 4.93% | +4.6% |
| Q2 2021 | $41,041,000 | +15.1% | 557,542 | +8.1% | 4.71% | -4.1% |
| Q1 2021 | $35,670,000 | +7.5% | 515,538 | +5.4% | 4.91% | +2.1% |
| Q4 2020 | $33,194,000 | +10.4% | 489,003 | +3.7% | 4.81% | -1.9% |
| Q3 2020 | $30,057,000 | +52.2% | 471,632 | +44.8% | 4.90% | +35.1% |
| Q2 2020 | $19,751,000 | +705.5% | 325,755 | +617.4% | 3.63% | +519.3% |
| Q1 2020 | $2,452,000 | -31.2% | 45,407 | -16.5% | 0.59% | -17.5% |
| Q4 2019 | $3,566,000 | -23.4% | 54,365 | -25.2% | 0.71% | -28.0% |
| Q3 2019 | $4,656,000 | -84.7% | 72,635 | -85.3% | 0.99% | -85.7% |
| Q2 2019 | $30,434,000 | +9.7% | 493,019 | +4.5% | 6.90% | +3.1% |
| Q1 2019 | $27,731,000 | +25.1% | 471,614 | +11.5% | 6.69% | +13.0% |
| Q4 2018 | $22,168,000 | – | 423,046 | – | 5.92% | – |
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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% |