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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $284,507 | -13.5% | 3,946 | -17.4% | 0.11% | -18.3% |
| Q3 2022 | $329,000 | -20.7% | 4,777 | -18.4% | 0.13% | -18.6% |
| Q2 2022 | $415,000 | -23.6% | 5,854 | -15.8% | 0.16% | -13.0% |
| Q1 2022 | $543,000 | -2.3% | 6,956 | -1.3% | 0.18% | -1.6% |
| Q4 2021 | $556,000 | -12.0% | 7,046 | -17.4% | 0.19% | -17.9% |
| Q3 2021 | $632,000 | +20.8% | 8,532 | +22.5% | 0.23% | +21.8% |
| Q2 2021 | $523,000 | +82.2% | 6,964 | +67.7% | 0.19% | +66.4% |
| Q1 2021 | $287,000 | – | 4,153 | – | 0.11% | – |
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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% |