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 | $5,646 | -94.1% | 78 | -93.9% | 0.00% | -91.7% |
| Q2 2023 | $94,919 | +21.0% | 1,277 | +18.5% | 0.01% | +20.0% |
| Q1 2023 | $78,414 | -6.2% | 1,078 | -7.0% | 0.01% | 0.0% |
| Q4 2022 | $83,564 | +17.7% | 1,159 | +7.5% | 0.01% | -9.1% |
| Q3 2022 | $71,000 | -5.3% | 1,078 | 0.0% | 0.01% | -8.3% |
| Q2 2022 | $75,000 | -10.7% | 1,078 | 0.0% | 0.01% | +20.0% |
| Q1 2022 | $84,000 | -3.4% | 1,078 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $87,000 | -16.3% | 1,078 | -24.0% | 0.01% | -23.1% |
| Q3 2021 | $104,000 | +1633.3% | 1,418 | +1717.9% | 0.01% | +1200.0% |
| Q2 2021 | $6,000 | -40.0% | 78 | -48.3% | 0.00% | -50.0% |
| Q1 2021 | $10,000 | -93.4% | 151 | -93.4% | 0.00% | -94.6% |
| Q4 2019 | $151,000 | -22.6% | 2,294 | -24.5% | 0.04% | -22.9% |
| Q3 2019 | $195,000 | – | 3,040 | +75900.0% | 0.05% | – |
| Q2 2019 | $0 | -100.0% | 4 | -99.6% | 0.00% | -100.0% |
| Q1 2018 | $51,000 | – | 1,000 | – | 0.02% | – |
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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% |