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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $964,000 | -5.3% | 12,460 | -1.0% | 0.26% | -6.1% |
| Q4 2021 | $1,018,000 | +10.3% | 12,584 | 0.0% | 0.28% | +7.8% |
| Q3 2021 | $923,000 | -0.3% | 12,584 | -0.0% | 0.26% | -5.5% |
| Q2 2021 | $926,000 | +15.9% | 12,585 | +13.3% | 0.27% | +80.8% |
| Q1 2021 | $799,000 | -99.9% | 11,103 | -21.8% | 0.15% | -91.4% |
| Q4 2020 | $963,421,000 | +111278.2% | 14,193 | -0.6% | 1.75% | +1299.2% |
| Q2 2020 | $865,000 | +6553.8% | 14,274 | +5897.5% | 0.12% | +6150.0% |
| Q4 2019 | $13,000 | – | 238 | – | 0.00% | – |
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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% |