ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 959 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,172,590 | +4.7% | 16,200 | +5.2% | 0.19% | -4.9% |
| Q1 2023 | $1,119,584 | +2.8% | 15,392 | +1.9% | 0.20% | -10.2% |
| Q4 2022 | $1,089,150 | +10.2% | 15,106 | +1.1% | 0.23% | +1.3% |
| Q3 2022 | $988,000 | -20.5% | 14,943 | -15.6% | 0.22% | -10.1% |
| Q2 2022 | $1,243,000 | -12.2% | 17,698 | -3.0% | 0.25% | -7.1% |
| Q1 2022 | $1,416,000 | -12.7% | 18,252 | -9.0% | 0.27% | -15.0% |
| Q4 2021 | $1,622,000 | +10.2% | 20,055 | +0.2% | 0.31% | -2.8% |
| Q3 2021 | $1,472,000 | -2.5% | 20,022 | -2.4% | 0.32% | -6.6% |
| Q2 2021 | $1,509,000 | +6.3% | 20,505 | -0.1% | 0.35% | -6.2% |
| Q1 2021 | $1,420,000 | +2.1% | 20,522 | +0.2% | 0.37% | -8.0% |
| Q4 2020 | $1,391,000 | -51.5% | 20,491 | -54.5% | 0.40% | -58.6% |
| Q3 2020 | $2,869,000 | +746.3% | 45,012 | +704.8% | 0.97% | +657.0% |
| Q2 2020 | $339,000 | -81.4% | 5,593 | -83.5% | 0.13% | -84.7% |
| Q1 2020 | $1,827,000 | -49.1% | 33,830 | -38.2% | 0.84% | -43.5% |
| Q4 2019 | $3,588,000 | -24.2% | 54,702 | -25.7% | 1.48% | -34.6% |
| Q3 2019 | $4,733,000 | -26.8% | 73,652 | -29.5% | 2.27% | -35.8% |
| Q2 2019 | $6,466,000 | +26.6% | 104,493 | +20.3% | 3.53% | +0.9% |
| Q1 2019 | $5,107,000 | +26.3% | 86,849 | +12.6% | 3.50% | -3.6% |
| Q4 2018 | $4,043,000 | – | 77,164 | – | 3.63% | – |
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% |