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 2021 | $238,000 | -0.4% | 3,241 | 0.0% | 0.06% | +10.5% |
| Q2 2021 | $239,000 | -1.6% | 3,241 | -7.7% | 0.06% | -10.9% |
| Q1 2021 | $243,000 | -0.8% | 3,513 | -2.0% | 0.06% | -3.0% |
| Q4 2020 | $245,000 | +5.2% | 3,586 | 0.0% | 0.07% | -9.6% |
| Q3 2020 | $233,000 | +3.1% | 3,586 | 0.0% | 0.07% | -11.0% |
| Q2 2020 | $226,000 | -2.6% | 3,586 | -19.1% | 0.08% | -26.8% |
| Q1 2020 | $232,000 | -2.1% | 4,431 | +23.6% | 0.11% | +14.3% |
| Q4 2019 | $237,000 | +3.5% | 3,586 | 0.0% | 0.10% | -14.0% |
| Q3 2019 | $229,000 | +1.3% | 3,586 | 0.0% | 0.11% | -6.6% |
| Q2 2019 | $226,000 | +6.1% | 3,586 | 0.0% | 0.12% | +1.7% |
| Q1 2019 | $213,000 | – | 3,586 | – | 0.12% | – |
Download | ||||||
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% |