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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,073,011 | +8.2% | 27,889 | +5.8% | 1.71% | +17.3% |
| Q1 2023 | $1,916,649 | +4.5% | 26,349 | +3.5% | 1.46% | -0.9% |
| Q4 2022 | $1,834,910 | +12.9% | 25,449 | +3.5% | 1.47% | +4.6% |
| Q3 2022 | $1,625,000 | +12.5% | 24,591 | +19.4% | 1.40% | +23.4% |
| Q2 2022 | $1,445,000 | +33.5% | 20,587 | +47.6% | 1.14% | +44.8% |
| Q1 2022 | $1,082,000 | -4.0% | 13,951 | +0.1% | 0.79% | 0.0% |
| Q4 2021 | $1,127,000 | +80.0% | 13,933 | +63.6% | 0.79% | +64.4% |
| Q3 2021 | $626,000 | -0.3% | 8,518 | -0.1% | 0.48% | -0.4% |
| Q2 2021 | $628,000 | -18.9% | 8,530 | -23.7% | 0.48% | -25.8% |
| Q1 2021 | $774,000 | -40.0% | 11,183 | -41.2% | 0.65% | -45.9% |
| Q4 2020 | $1,291,000 | – | 19,015 | – | 1.20% | – |
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% |