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 | $9,539,117 | -9.0% | 131,792 | -6.6% | 4.13% | -10.3% |
| Q2 2023 | $10,487,889 | +5.6% | 141,099 | +3.3% | 4.60% | -4.0% |
| Q1 2023 | $9,933,522 | +11.2% | 136,562 | +10.3% | 4.80% | +0.9% |
| Q4 2022 | $8,930,332 | +15.5% | 123,860 | +5.9% | 4.75% | +17.0% |
| Q3 2022 | $7,730,000 | -6.3% | 116,939 | -0.5% | 4.06% | +0.1% |
| Q2 2022 | $8,249,000 | -12.1% | 117,497 | -2.9% | 4.06% | +4.9% |
| Q1 2022 | $9,388,000 | -2.1% | 121,018 | +3.1% | 3.86% | -1.0% |
| Q4 2021 | $9,594,000 | +14.2% | 117,339 | +2.7% | 3.90% | +1.1% |
| Q3 2021 | $8,401,000 | +5.0% | 114,292 | +5.2% | 3.86% | -8.4% |
| Q2 2021 | $7,999,000 | +21.4% | 108,677 | +14.1% | 4.22% | +8.6% |
| Q1 2021 | $6,590,000 | +75.7% | 95,256 | +72.4% | 3.88% | +50.1% |
| Q4 2020 | $3,750,000 | +24.5% | 55,245 | +16.9% | 2.59% | +12.4% |
| Q3 2020 | $3,013,000 | +9.3% | 47,278 | +3.9% | 2.30% | +3.5% |
| Q2 2020 | $2,757,000 | +19.8% | 45,484 | +6.3% | 2.22% | +5.1% |
| Q1 2020 | $2,301,000 | -21.6% | 42,806 | -4.4% | 2.12% | +12.1% |
| Q4 2019 | $2,936,000 | – | 44,761 | – | 1.89% | – |
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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% |