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 | $405,184 | +5.8% | 5,598 | +8.7% | 0.02% | +7.1% |
| Q2 2023 | $382,800 | -2.8% | 5,150 | -4.9% | 0.01% | -12.5% |
| Q1 2023 | $393,960 | +0.9% | 5,416 | 0.0% | 0.02% | -15.8% |
| Q4 2022 | $390,494 | +6.7% | 5,416 | -2.2% | 0.02% | 0.0% |
| Q3 2022 | $366,000 | -6.9% | 5,536 | -1.0% | 0.02% | -9.5% |
| Q2 2022 | $393,000 | +20.9% | 5,591 | +33.6% | 0.02% | +40.0% |
| Q1 2022 | $325,000 | -21.7% | 4,184 | -18.5% | 0.02% | -21.1% |
| Q4 2021 | $415,000 | +5.1% | 5,133 | -4.5% | 0.02% | -5.0% |
| Q3 2021 | $395,000 | +22.3% | 5,373 | +22.5% | 0.02% | +17.6% |
| Q2 2021 | $323,000 | +31.8% | 4,387 | +8.8% | 0.02% | -19.0% |
| Q2 2020 | $245,000 | – | 4,033 | – | 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% |