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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $12,511 | -96.2% | 172 | -95.8% | 0.01% | -95.7% |
| Q4 2021 | $332,000 | -4.6% | 4,100 | -13.4% | 0.12% | -15.8% |
| Q3 2021 | $348,000 | -0.3% | 4,737 | 0.0% | 0.14% | -12.6% |
| Q2 2021 | $349,000 | +6.4% | 4,737 | 0.0% | 0.16% | 0.0% |
| Q1 2021 | $328,000 | +1.9% | 4,737 | 0.0% | 0.16% | -19.7% |
| Q4 2020 | $322,000 | +9.5% | 4,737 | +2.7% | 0.20% | -4.3% |
| Q3 2020 | $294,000 | +5.0% | 4,612 | 0.0% | 0.21% | -0.5% |
| Q2 2020 | $280,000 | +197.9% | 4,612 | +165.2% | 0.21% | +160.0% |
| Q1 2020 | $94,000 | -17.5% | 1,739 | 0.0% | 0.08% | +1.3% |
| Q4 2019 | $114,000 | +159.1% | 1,739 | +88.0% | 0.08% | +154.8% |
| Q1 2017 | $44,000 | – | 925 | – | 0.03% | – |
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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% |