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 | $477,439 | -8.2% | 6,596 | -5.7% | 0.14% | -2.8% |
| Q2 2023 | $520,034 | +2.4% | 6,996 | +0.2% | 0.14% | -2.7% |
| Q1 2023 | $508,024 | +1.1% | 6,984 | +0.2% | 0.15% | -2.7% |
| Q4 2022 | $502,535 | +9.2% | 6,970 | +0.2% | 0.15% | -13.8% |
| Q3 2022 | $460,000 | -5.7% | 6,955 | +0.2% | 0.17% | +1.2% |
| Q2 2022 | $488,000 | -14.2% | 6,939 | -5.3% | 0.17% | +1.2% |
| Q1 2022 | $569,000 | -3.9% | 7,329 | +0.2% | 0.17% | -5.0% |
| Q4 2021 | $592,000 | +10.2% | 7,317 | +0.2% | 0.18% | -2.7% |
| Q3 2021 | $537,000 | 0.0% | 7,306 | +0.2% | 0.18% | -3.2% |
| Q2 2021 | $537,000 | +6.3% | 7,293 | +0.1% | 0.19% | +5.0% |
| Q1 2021 | $505,000 | +2.2% | 7,283 | +0.2% | 0.18% | -4.2% |
| Q4 2020 | $494,000 | +6.9% | 7,269 | +0.2% | 0.19% | -1.6% |
| Q3 2020 | $462,000 | +5.2% | 7,254 | +0.2% | 0.19% | -1.5% |
| Q2 2020 | $439,000 | +12.6% | 7,237 | +0.2% | 0.20% | -4.9% |
| Q1 2020 | $390,000 | – | 7,220 | – | 0.20% | – |
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% |