ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 974 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,352,704 | -2.6% | 32,505 | 0.0% | 0.06% | +9.6% |
| Q2 2023 | $2,416,089 | -33.1% | 32,505 | -33.7% | 0.05% | -67.7% |
| Q2 2021 | $3,609,000 | -5.9% | 49,026 | -11.6% | 0.16% | -4.2% |
| Q1 2021 | $3,836,000 | +1.9% | 55,439 | 0.0% | 0.17% | -21.9% |
| Q4 2020 | $3,763,000 | +7.0% | 55,439 | +0.5% | 0.22% | -0.9% |
| Q3 2020 | $3,517,000 | -85.1% | 55,187 | -85.8% | 0.22% | -81.3% |
| Q2 2020 | $23,546,000 | +90.8% | 388,363 | +70.0% | 1.16% | +37.7% |
| Q1 2020 | $12,339,000 | – | 228,464 | – | 0.84% | – |
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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% |