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 | $796,312 | -2.2% | 11,001 | +0.4% | 0.21% | -0.5% |
| Q2 2023 | $814,495 | +3.3% | 10,958 | +1.0% | 0.21% | -3.2% |
| Q1 2023 | $788,724 | -9.7% | 10,847 | -10.4% | 0.22% | -13.9% |
| Q4 2022 | $873,027 | +4.7% | 12,108 | -4.0% | 0.25% | -3.1% |
| Q3 2022 | $834,000 | -5.7% | 12,610 | +0.2% | 0.26% | +4.4% |
| Q2 2022 | $884,000 | -8.7% | 12,590 | +0.9% | 0.25% | +9.7% |
| Q1 2022 | $968,000 | -4.3% | 12,482 | -0.1% | 0.23% | -9.2% |
| Q4 2021 | $1,011,000 | +10.4% | 12,498 | +0.2% | 0.25% | +0.4% |
| Q3 2021 | $916,000 | +0.9% | 12,468 | +1.1% | 0.25% | -2.0% |
| Q2 2021 | $908,000 | +9.9% | 12,332 | +3.3% | 0.25% | -1.6% |
| Q1 2021 | $826,000 | +3.2% | 11,937 | +1.3% | 0.26% | -0.8% |
| Q4 2020 | $800,000 | +12.2% | 11,779 | +5.3% | 0.26% | -0.4% |
| Q3 2020 | $713,000 | +21.7% | 11,191 | +15.8% | 0.26% | +6.5% |
| Q2 2020 | $586,000 | +146.2% | 9,667 | +119.3% | 0.24% | +104.2% |
| Q1 2020 | $238,000 | – | 4,409 | – | 0.12% | – |
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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% |