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 | $1,095,730 | -1.9% | 15,139 | +2.9% | 0.22% | +3.3% |
| Q2 2023 | $1,117,054 | +10.3% | 14,714 | +6.5% | 0.21% | +0.5% |
| Q1 2023 | $1,012,393 | +11.3% | 13,815 | +9.5% | 0.21% | +1.0% |
| Q4 2022 | $909,701 | +50.6% | 12,617 | +38.2% | 0.21% | +34.0% |
| Q3 2022 | $604,000 | +2.0% | 9,131 | +8.3% | 0.16% | +4.7% |
| Q2 2022 | $592,000 | +18.4% | 8,432 | +31.6% | 0.15% | +34.2% |
| Q1 2022 | $500,000 | +53.8% | 6,406 | +59.4% | 0.11% | +50.0% |
| Q4 2021 | $325,000 | +9.4% | 4,018 | -0.4% | 0.07% | +5.7% |
| Q3 2021 | $297,000 | +15.1% | 4,035 | +15.1% | 0.07% | +7.7% |
| Q2 2021 | $258,000 | -30.8% | 3,507 | -32.5% | 0.06% | -34.3% |
| Q1 2021 | $373,000 | +38.1% | 5,192 | +31.3% | 0.10% | +59.7% |
| Q4 2020 | $270,000 | – | 3,955 | – | 0.06% | – |
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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% |