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 | $15,536 | -6.9% | 214,641 | -4.4% | 1.04% | -6.3% |
| Q2 2023 | $16,694 | +9.1% | 224,598 | +6.7% | 1.10% | -6.7% |
| Q1 2023 | $15,306 | +97.7% | 210,421 | +96.0% | 1.18% | +81.3% |
| Q4 2022 | $7,742 | -99.9% | 107,377 | -6.5% | 0.65% | -7.0% |
| Q3 2022 | $7,589,000 | -18.3% | 114,812 | -13.2% | 0.70% | -14.2% |
| Q2 2022 | $9,285,000 | -44.8% | 132,243 | -39.0% | 0.82% | -34.0% |
| Q1 2022 | $16,818,000 | +46.9% | 216,808 | +53.2% | 1.24% | +68.6% |
| Q4 2021 | $11,448,000 | -9.1% | 141,510 | -17.4% | 0.74% | -22.1% |
| Q3 2021 | $12,594,000 | +58.6% | 171,340 | +58.8% | 0.94% | +98.7% |
| Q2 2021 | $7,943,000 | -47.5% | 107,889 | -50.7% | 0.48% | -51.0% |
| Q1 2021 | $15,140,000 | – | 218,813 | – | 0.97% | – |
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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% |