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 | $518,024 | -19.6% | 7,157 | -17.5% | 0.06% | -17.9% |
| Q2 2023 | $644,442 | -21.9% | 8,670 | -23.6% | 0.08% | -28.4% |
| Q1 2023 | $825,000 | +0.9% | 11,342 | 0.0% | 0.11% | -7.6% |
| Q4 2022 | $817,758 | +9.0% | 11,342 | 0.0% | 0.12% | +7.3% |
| Q3 2022 | $750,000 | -5.8% | 11,342 | 0.0% | 0.11% | -14.1% |
| Q2 2022 | $796,000 | -9.5% | 11,342 | 0.0% | 0.13% | +8.5% |
| Q1 2022 | $880,000 | -7.3% | 11,342 | -3.3% | 0.12% | -7.1% |
| Q4 2021 | $949,000 | -3.6% | 11,733 | -12.4% | 0.13% | -7.3% |
| Q3 2021 | $984,000 | -19.4% | 13,391 | -19.3% | 0.14% | -29.4% |
| Q2 2021 | $1,221,000 | -96.7% | 16,589 | -96.9% | 0.19% | -96.7% |
| Q1 2021 | $36,508,000 | +2.8% | 527,645 | +0.8% | 5.89% | -3.4% |
| Q4 2020 | $35,529,000 | +10.1% | 523,414 | +3.4% | 6.10% | -2.4% |
| Q3 2020 | $32,261,000 | +8.6% | 506,212 | +3.3% | 6.25% | -0.2% |
| Q2 2020 | $29,713,000 | +18.2% | 490,068 | +5.3% | 6.26% | -6.1% |
| Q1 2020 | $25,130,000 | +92.4% | 465,283 | +133.7% | 6.67% | +123.6% |
| Q4 2019 | $13,061,000 | – | 199,103 | – | 2.98% | – |
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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% |