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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $238,041 | +10.7% | 3,268 | +18.9% | 0.03% | 0.0% |
| Q1 2022 | $215,000 | -14.7% | 2,748 | -14.0% | 0.03% | -14.7% |
| Q4 2021 | $252,000 | +7.2% | 3,196 | 0.0% | 0.03% | -10.5% |
| Q3 2021 | $235,000 | 0.0% | 3,196 | 0.0% | 0.04% | -2.6% |
| Q2 2021 | $235,000 | +3.5% | 3,196 | 0.0% | 0.04% | -7.1% |
| Q1 2021 | $227,000 | +4.6% | 3,196 | 0.0% | 0.04% | -14.3% |
| Q4 2020 | $217,000 | +6.4% | 3,196 | 0.0% | 0.05% | -10.9% |
| Q3 2020 | $204,000 | -7.7% | 3,196 | -5.2% | 0.06% | -42.7% |
| Q4 2019 | $221,000 | +2.8% | 3,371 | 0.0% | 0.10% | -20.0% |
| Q3 2019 | $215,000 | -26.9% | 3,371 | -28.0% | 0.12% | -44.4% |
| Q2 2019 | $294,000 | +17.1% | 4,682 | +9.9% | 0.22% | +10.8% |
| Q1 2019 | $251,000 | +12.6% | 4,262 | 0.0% | 0.20% | -7.1% |
| Q4 2018 | $223,000 | – | 4,262 | – | 0.21% | – |
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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% |