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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,936,000 | -13.7% | 27,579 | -4.7% | 0.56% | +21.6% |
| Q1 2022 | $2,244,000 | +59.0% | 28,932 | +65.9% | 0.46% | +66.8% |
| Q4 2021 | $1,411,000 | -48.4% | 17,442 | -53.1% | 0.28% | -54.3% |
| Q3 2021 | $2,736,000 | +150.3% | 37,222 | +160.5% | 0.61% | +153.6% |
| Q2 2021 | $1,093,000 | -18.0% | 14,289 | -25.8% | 0.24% | -23.2% |
| Q1 2021 | $1,333,000 | -63.9% | 19,267 | -64.6% | 0.31% | -63.0% |
| Q4 2020 | $3,694,000 | -3.2% | 54,425 | -9.2% | 0.84% | -25.3% |
| Q3 2020 | $3,818,000 | -8.0% | 59,907 | -12.5% | 1.12% | -19.7% |
| Q2 2020 | $4,152,000 | +6.8% | 68,488 | -4.8% | 1.40% | -6.5% |
| Q1 2020 | $3,887,000 | -19.4% | 71,968 | -2.1% | 1.50% | +6.2% |
| Q4 2019 | $4,821,000 | +2.8% | 73,491 | +0.5% | 1.41% | -17.0% |
| Q3 2019 | $4,688,000 | +23.2% | 73,142 | +18.6% | 1.70% | +42.5% |
| Q2 2019 | $3,806,000 | +13.3% | 61,649 | +7.9% | 1.19% | -14.2% |
| Q1 2019 | $3,359,000 | -8.0% | 57,122 | -18.0% | 1.39% | -14.1% |
| Q4 2018 | $3,652,000 | +81.3% | 69,703 | +97.4% | 1.62% | +112.3% |
| Q3 2018 | $2,014,000 | – | 35,307 | – | 0.76% | – |
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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% |