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 | $308,896 | -2.1% | 4,245 | 0.0% | 0.02% | +4.8% |
| Q2 2023 | $315,531 | +2.7% | 4,245 | +0.5% | 0.02% | -4.5% |
| Q1 2023 | $307,254 | +0.9% | 4,224 | 0.0% | 0.02% | -18.5% |
| Q4 2022 | $304,550 | +7.6% | 4,224 | -1.2% | 0.03% | +12.5% |
| Q3 2022 | $283,000 | -5.7% | 4,277 | 0.0% | 0.02% | -4.0% |
| Q2 2022 | $300,000 | -9.6% | 4,277 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $332,000 | +1.8% | 4,277 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $326,000 | +2.8% | 4,277 | -0.7% | 0.02% | -3.8% |
| Q3 2021 | $317,000 | -30.0% | 4,308 | -30.0% | 0.03% | -31.6% |
| Q2 2021 | $453,000 | -17.5% | 6,153 | -23.6% | 0.04% | -25.5% |
| Q1 2021 | $549,000 | +0.4% | 8,053 | 0.0% | 0.05% | +6.2% |
| Q4 2020 | $547,000 | – | 8,053 | – | 0.05% | – |
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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% |