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 | $6,732,034 | -1.7% | 93,009 | +1.0% | 0.57% | -6.8% |
| Q2 2023 | $6,845,538 | +4.8% | 92,096 | +2.6% | 0.61% | -0.5% |
| Q1 2023 | $6,529,019 | +98125.0% | 89,758 | -2.6% | 0.61% | -7.9% |
| Q4 2022 | $6,647 | -99.9% | 92,195 | -14.6% | 0.66% | +2.0% |
| Q3 2022 | $7,137,000 | -3.4% | 107,981 | +2.6% | 0.65% | -17.3% |
| Q2 2022 | $7,390,000 | -9.9% | 105,259 | -0.5% | 0.78% | -5.2% |
| Q1 2022 | $8,202,000 | -3.0% | 105,742 | +1.2% | 0.83% | +0.5% |
| Q4 2021 | $8,456,000 | +15.3% | 104,528 | +4.8% | 0.82% | +4.3% |
| Q3 2021 | $7,332,000 | -2.4% | 99,758 | -2.3% | 0.79% | -5.4% |
| Q2 2021 | $7,512,000 | +5.1% | 102,064 | -1.2% | 0.84% | -6.3% |
| Q1 2021 | $7,150,000 | -2.4% | 103,344 | -4.3% | 0.89% | -12.1% |
| Q4 2020 | $7,328,000 | +8.0% | 107,957 | +1.4% | 1.01% | -7.7% |
| Q3 2020 | $6,786,000 | +16.5% | 106,481 | +10.8% | 1.10% | +4.7% |
| Q2 2020 | $5,826,000 | +46.6% | 96,095 | +30.6% | 1.05% | +18.4% |
| Q1 2020 | $3,973,000 | -4.4% | 73,561 | +16.1% | 0.89% | +16.9% |
| Q4 2019 | $4,157,000 | +6.2% | 63,372 | +3.8% | 0.76% | 0.0% |
| Q3 2019 | $3,913,000 | -59.2% | 61,053 | -46.7% | 0.76% | -55.4% |
| Q2 2019 | $9,596,000 | +19.5% | 114,458 | +17.5% | 1.70% | +10.8% |
| Q1 2019 | $8,030,000 | +23.5% | 97,428 | +12.5% | 1.54% | +0.2% |
| Q4 2018 | $6,503,000 | -8.5% | 86,621 | +5.1% | 1.53% | +14.7% |
| Q3 2018 | $7,104,000 | +8.4% | 82,394 | +1.8% | 1.34% | -0.9% |
| Q2 2018 | $6,555,000 | +3.2% | 80,974 | +1.4% | 1.35% | -4.5% |
| Q1 2018 | $6,350,000 | – | 79,844 | – | 1.41% | – |
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% |