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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $271,507 | +0.8% | 3,749 | +3.4% | 0.05% | +2.1% |
| Q2 2023 | $269,476 | -72.5% | 3,625 | -73.3% | 0.05% | -78.1% |
| Q4 2022 | $979,371 | +14.1% | 13,584 | +4.7% | 0.22% | +13.8% |
| Q3 2022 | $858,000 | -7.9% | 12,975 | -2.3% | 0.19% | -3.1% |
| Q2 2022 | $932,000 | -46.1% | 13,278 | -40.4% | 0.20% | -28.0% |
| Q1 2022 | $1,729,000 | +11.3% | 22,294 | +16.2% | 0.27% | +15.8% |
| Q4 2021 | $1,553,000 | +1.9% | 19,192 | -14.6% | 0.23% | -20.4% |
| Q4 2020 | $1,524,000 | +12.4% | 22,464 | +0.4% | 0.29% | -16.2% |
| Q2 2020 | $1,356,000 | – | 22,379 | – | 0.35% | – |
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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% |