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 | $201,288 | -29.5% | 2,781 | -27.6% | 0.02% | -32.3% |
Q2 2023 | $285,427 | +0.6% | 3,840 | -1.5% | 0.03% | -11.4% |
Q1 2023 | $283,692 | -0.1% | 3,900 | -1.0% | 0.04% | -18.6% |
Q4 2022 | $284,073 | +16.4% | 3,940 | +6.5% | 0.04% | -23.2% |
Q3 2022 | $244,000 | +50.6% | 3,701 | +59.4% | 0.06% | +33.3% |
Q2 2022 | $162,000 | +5.2% | 2,322 | +17.0% | 0.04% | +7.7% |
Q1 2022 | $154,000 | +2.7% | 1,984 | +7.4% | 0.04% | -7.1% |
Q4 2021 | $150,000 | – | 1,847 | – | 0.04% | – |
Download |
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% |