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 | $3,198,941 | -14.7% | 44,196 | -12.4% | 0.21% | -8.4% |
| Q2 2023 | $3,749,179 | -13.3% | 50,440 | -15.2% | 0.22% | -20.8% |
| Q1 2023 | $4,325,947 | -6.7% | 59,471 | -7.5% | 0.28% | -17.4% |
| Q4 2022 | $4,636,086 | +15.3% | 64,301 | +5.7% | 0.34% | -12.0% |
| Q3 2022 | $4,020,000 | -21.2% | 60,821 | -16.3% | 0.39% | -18.7% |
| Q2 2022 | $5,104,000 | -17.8% | 72,702 | -9.2% | 0.48% | -1.2% |
| Q1 2022 | $6,212,000 | -16.6% | 80,083 | -13.0% | 0.49% | -14.3% |
| Q4 2021 | $7,451,000 | +6.3% | 92,096 | -3.4% | 0.57% | -22.1% |
| Q3 2021 | $7,008,000 | -70.1% | 95,344 | -70.0% | 0.73% | -55.0% |
| Q2 2021 | $23,422,000 | +4.9% | 318,192 | -1.4% | 1.62% | -6.5% |
| Q1 2021 | $22,319,000 | +11.3% | 322,579 | +9.1% | 1.73% | +7.6% |
| Q4 2020 | $20,062,000 | -13.2% | 295,552 | -18.5% | 1.61% | -9.6% |
| Q3 2020 | $23,114,000 | -8.4% | 362,684 | -12.8% | 1.78% | -8.8% |
| Q2 2020 | $25,236,000 | -30.0% | 415,687 | -37.7% | 1.95% | -54.9% |
| Q1 2020 | $36,066,000 | -25.9% | 667,629 | -4.1% | 4.33% | +124.5% |
| Q4 2019 | $48,663,000 | +11.1% | 696,351 | +1.9% | 1.93% | -57.5% |
| Q3 2019 | $43,807,000 | +7.9% | 683,512 | +4.3% | 4.53% | +10.6% |
| Q2 2019 | $40,584,000 | +41.2% | 655,457 | +34.1% | 4.10% | +29.4% |
| Q1 2019 | $28,734,000 | +38.0% | 488,740 | +23.0% | 3.16% | +21.9% |
| Q4 2018 | $20,822,000 | +243.3% | 397,360 | +273.6% | 2.60% | +295.7% |
| Q3 2018 | $6,066,000 | -54.3% | 106,346 | -57.4% | 0.66% | -32.1% |
| Q2 2018 | $13,266,000 | +2.1% | 249,545 | -0.3% | 0.97% | -4.2% |
| Q1 2018 | $12,997,000 | -1.0% | 250,281 | +0.7% | 1.01% | -1.3% |
| Q4 2017 | $13,124,000 | -9.5% | 248,647 | -13.7% | 1.02% | -20.5% |
| Q3 2017 | $14,497,000 | +1.9% | 287,978 | -3.4% | 1.28% | -41.3% |
| Q2 2017 | $14,221,000 | -9.4% | 298,128 | -9.4% | 2.19% | +36.9% |
| Q1 2017 | $15,694,000 | +11.8% | 329,002 | +6.0% | 1.60% | -10.8% |
| Q4 2016 | $14,036,000 | – | 310,395 | – | 1.79% | – |
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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% |