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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $632,167 | -3.0% | 8,734 | -0.3% | 0.23% | +1.3% |
| Q2 2023 | $651,428 | +2.2% | 8,764 | 0.0% | 0.23% | -3.4% |
| Q1 2023 | $637,493 | +0.9% | 8,764 | 0.0% | 0.24% | -0.4% |
| Q4 2022 | $631,884 | +9.1% | 8,764 | 0.0% | 0.24% | +10.7% |
| Q3 2022 | $579,000 | -5.9% | 8,764 | 0.0% | 0.21% | +2.9% |
| Q2 2022 | $615,000 | -9.6% | 8,764 | 0.0% | 0.21% | +11.8% |
| Q1 2022 | $680,000 | -9.1% | 8,764 | -5.3% | 0.19% | -0.5% |
| Q4 2021 | $748,000 | +8.9% | 9,250 | -1.1% | 0.19% | +0.5% |
| Q3 2021 | $687,000 | -0.1% | 9,350 | – | 0.19% | -0.5% |
| Q2 2021 | $688,000 | +6.3% | 0 | -100.0% | 0.19% | -1.6% |
| Q1 2021 | $647,000 | +1.6% | 9,350 | -0.3% | 0.19% | -3.6% |
| Q4 2020 | $637,000 | +3.7% | 9,380 | -2.6% | 0.20% | -7.1% |
| Q3 2020 | $614,000 | +4.1% | 9,630 | -1.0% | 0.21% | -7.0% |
| Q2 2020 | $590,000 | +17.1% | 9,730 | +4.3% | 0.23% | -8.4% |
| Q1 2020 | $504,000 | +11.8% | 9,330 | +35.8% | 0.25% | +48.2% |
| Q4 2019 | $451,000 | +80.4% | 6,870 | +76.2% | 0.17% | +68.0% |
| Q3 2019 | $250,000 | – | 3,900 | – | 0.10% | – |
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% |