ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,111 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $21,000 | +10.5% | 254 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $19,000 | 0.0% | 254 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $19,000 | +5.6% | 254 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $18,000 | +5.9% | 254 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $17,000 | -94.9% | 254 | -95.1% | 0.00% | -94.8% |
| Q3 2020 | $333,000 | -79.8% | 5,220 | -80.8% | 0.08% | -75.4% |
| Q2 2020 | $1,650,000 | -22.0% | 27,216 | -30.0% | 0.31% | -31.8% |
| Q1 2020 | $2,115,000 | -16.8% | 38,874 | +0.1% | 0.46% | -9.6% |
| Q4 2019 | $2,542,000 | +4.0% | 38,842 | +1.8% | 0.51% | -9.8% |
| Q3 2019 | $2,444,000 | +6.7% | 38,139 | +2.6% | 0.56% | +10.8% |
| Q2 2019 | $2,291,000 | +14.3% | 37,173 | +9.0% | 0.51% | +2.8% |
| Q1 2019 | $2,005,000 | +24.9% | 34,105 | +11.4% | 0.49% | +9.1% |
| Q4 2018 | $1,605,000 | +64.8% | 30,622 | +79.4% | 0.45% | +93.6% |
| Q3 2018 | $974,000 | +56.1% | 17,070 | +45.5% | 0.23% | +47.2% |
| Q2 2018 | $624,000 | +244.8% | 11,731 | +236.5% | 0.16% | +231.2% |
| Q1 2018 | $181,000 | +178.5% | 3,486 | +180.0% | 0.05% | +166.7% |
| Q4 2017 | $65,000 | +3.2% | 1,245 | 0.0% | 0.02% | -5.3% |
| Q3 2017 | $63,000 | +3.3% | 1,245 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $61,000 | – | 1,245 | – | 0.02% | – |
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% |