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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,466,083 | -35.3% | 199,863 | -33.6% | 1.70% | -34.3% |
| Q2 2023 | $22,357,906 | +3.1% | 300,792 | +0.9% | 2.58% | -4.4% |
| Q1 2023 | $21,691,081 | +179.9% | 298,200 | +177.4% | 2.70% | +171.0% |
| Q4 2022 | $7,749,940 | +13.3% | 107,489 | +3.8% | 1.00% | +2.2% |
| Q3 2022 | $6,843,000 | +5.9% | 103,525 | +12.5% | 0.98% | +10.8% |
| Q2 2022 | $6,459,000 | -7.6% | 91,989 | +2.0% | 0.88% | -5.1% |
| Q1 2022 | $6,994,000 | -9.0% | 90,163 | -5.1% | 0.93% | -2.9% |
| Q4 2021 | $7,689,000 | +2141.7% | 95,042 | +1937.8% | 0.96% | +1891.7% |
| Q3 2021 | $343,000 | 0.0% | 4,664 | +0.1% | 0.05% | -2.0% |
| Q2 2021 | $343,000 | -91.8% | 4,660 | -92.2% | 0.05% | -92.4% |
| Q1 2021 | $4,162,000 | – | 59,616 | – | 0.65% | – |
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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% |