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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $682,628 | -3.3% | 9,469 | -0.5% | 0.23% | -5.0% |
| Q2 2023 | $705,560 | -8.1% | 9,518 | -9.1% | 0.24% | -12.0% |
| Q1 2023 | $767,450 | -1.1% | 10,476 | -1.5% | 0.27% | -21.0% |
| Q4 2022 | $775,688 | +9.9% | 10,638 | -0.3% | 0.35% | -2.5% |
| Q3 2022 | $706,000 | -8.4% | 10,665 | -0.9% | 0.36% | -9.4% |
| Q2 2022 | $771,000 | -9.2% | 10,762 | -0.9% | 0.39% | +0.5% |
| Q1 2022 | $849,000 | +1.3% | 10,856 | -2.6% | 0.39% | +14.3% |
| Q4 2021 | $838,000 | -9.2% | 11,151 | -5.9% | 0.34% | +8.2% |
| Q3 2021 | $923,000 | +12.2% | 11,851 | +10.2% | 0.32% | +4.6% |
| Q2 2021 | $823,000 | +1.4% | 10,755 | -4.5% | 0.30% | -7.6% |
| Q1 2021 | $812,000 | +7.0% | 11,257 | +0.5% | 0.33% | +3.5% |
| Q4 2020 | $759,000 | -20.2% | 11,205 | -24.9% | 0.32% | -43.3% |
| Q2 2020 | $951,000 | +13.5% | 14,925 | +3.1% | 0.56% | -23.0% |
| Q1 2020 | $838,000 | -11.0% | 14,470 | +5.9% | 0.72% | -14.8% |
| Q4 2019 | $942,000 | +8.8% | 13,670 | 0.0% | 0.85% | -5.6% |
| Q3 2019 | $866,000 | +86500.0% | 13,670 | +5.8% | 0.90% | +1990.7% |
| Q1 2019 | $1,000 | – | 12,920 | – | 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% |