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 | $1,778,015 | +24.1% | 24,565 | +27.4% | 0.04% | +18.4% |
| Q2 2023 | $1,433,082 | +170.9% | 19,280 | +182.7% | 0.04% | +52.0% |
| Q1 2022 | $529,000 | -70.0% | 6,819 | -71.5% | 0.02% | -82.1% |
| Q3 2021 | $1,762,000 | +109.0% | 23,966 | +109.3% | 0.14% | +97.2% |
| Q2 2021 | $843,000 | +305.3% | 11,453 | +273.1% | 0.07% | +222.7% |
| Q4 2020 | $208,000 | -94.3% | 3,070 | -94.7% | 0.02% | -90.6% |
| Q3 2020 | $3,658,000 | +65.1% | 57,400 | +57.1% | 0.24% | +52.6% |
| Q2 2020 | $2,215,000 | -27.0% | 36,528 | -35.0% | 0.15% | -30.0% |
| Q1 2020 | $3,033,000 | +152.3% | 56,158 | +206.4% | 0.22% | +209.9% |
| Q4 2019 | $1,202,000 | +128.1% | 18,329 | +122.9% | 0.07% | +54.3% |
| Q3 2019 | $527,000 | – | 8,223 | – | 0.05% | – |
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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% |