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 2021 | $3,273,000 | +13.7% | 44,528 | +13.8% | 0.26% | -26.8% |
Q2 2021 | $2,879,000 | +920.9% | 39,117 | +861.3% | 0.36% | +670.2% |
Q1 2021 | $282,000 | -95.7% | 4,069 | -96.0% | 0.05% | -92.4% |
Q3 2020 | $6,523,000 | -92.5% | 102,357 | -93.6% | 0.62% | -91.8% |
Q1 2020 | $86,586,000 | +755.7% | 1,603,152 | +939.3% | 7.61% | +819.0% |
Q4 2019 | $10,119,000 | – | 154,253 | – | 0.83% | – |
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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% |