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 | $2,440,434 | -22.1% | 33,717 | -20.1% | 0.08% | -21.1% |
| Q2 2023 | $3,134,764 | -8.4% | 42,174 | -10.3% | 0.10% | -14.4% |
| Q1 2023 | $3,421,257 | -9.6% | 47,034 | -10.4% | 0.11% | -14.6% |
| Q4 2022 | $3,783,631 | +3.9% | 52,478 | -4.8% | 0.13% | -23.5% |
| Q3 2022 | $3,643,000 | -20.3% | 55,114 | -15.4% | 0.17% | -20.9% |
| Q2 2022 | $4,572,000 | -27.6% | 65,121 | -20.0% | 0.22% | -20.1% |
| Q1 2022 | $6,315,000 | -11.9% | 81,408 | -8.2% | 0.27% | -3.9% |
| Q4 2021 | $7,172,000 | -68.2% | 88,657 | -71.1% | 0.28% | -74.2% |
| Q3 2021 | $22,531,000 | -47.3% | 306,549 | -67.6% | 1.09% | -89.0% |
| Q4 2016 | $42,743,000 | -4.8% | 945,228 | -4.3% | 9.88% | -11.8% |
| Q3 2016 | $44,889,000 | +8.7% | 988,093 | +12.2% | 11.20% | -16.5% |
| Q2 2016 | $41,303,000 | +10.6% | 880,471 | +3.6% | 13.41% | +0.3% |
| Q1 2016 | $37,333,000 | +29.3% | 849,830 | +23.1% | 13.38% | +29.1% |
| Q4 2015 | $28,879,000 | +5.3% | 690,559 | -0.3% | 10.36% | +13.1% |
| Q3 2015 | $27,418,000 | – | 692,553 | – | 9.16% | – |
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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% |